We are beginning to work on a mentorship program to assist the newly minted CFDS graduate or anyone struggling to bring this niche into full… Read More >>
Category: Uncategorized
IACP Forum – In San Diego, CA or Online for October
If you want to broaden your horizons, register for the International Academy of Collaborative Professionals Forum to be held October 28-31st. Whether live or online,… Read More >>
Listen to Our First Ambassador, Interview with Susan Nardi
Susan shares her passion as our first Ambassador who has blazed trails with becoming the first financial professional as President of the local Collaborative Practice… Read More >>
Time is Ticking . . . You Now Only Have Three Weeks Left for the Early Bird Renewal
It is hard to believe we are in October already but time flys when you are having fun! Don’t miss out on the $75 saving… Read More >>
Our Next Webinar – Challenges & Enlightens You on Dealing with Tax on NFP Statement
October 26th at 2:30 pm How to Handle the Tax for Net Family Property Statements Many of you know of Blair’s expertise and those… Read More >>