OasisLMS

This Conversation Circle is Presented by the Midwest Region

Join the Midwest Region in discussing a niche client group: farmers. Many advisors have a couple farm clients with unique planning needs and scenarios typically outside the scope of an average client relationships. Come share your experiences and solutions for this specific client group!

Moderator: Garrett Chmiola, Midwest Region President

Audience: Everyone

Midwest Region Events & Education Director: Nicola Cyr, CFP®, EA

As part of our commitment to fostering open and honest dialogue, please be advised that recordings of Conversation Circles are strictly prohibited. This measure is in place to uphold the privacy and comfort of all participants. Additionally, we kindly request that attendees refrain from engaging in sales or promotion of products or services during the session.

Noncompliance with these guidelines may lead to removal from the session and from future NAPFA programs. Your cooperation in creating a respectful and conducive environment for discussion is greatly appreciated.