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October Conversation Circle - Mid-sized Firms
Conversation Circle Information

Facilitator: Kay Dee Cole, Clarity Wealth Development
Join the mid-sized firm community for an interactive discussion about outsourcing. All financial planners have things we do in our business that we find are better to outsource. What have you outsourced lately and why? Bring your challenges and solutions to this meeting and learn from your peers.

Audience: Everyone
Availability: No future session
Cost: FREE
Credit Offered:
No Credit Offered
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