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NAIFA-FSP 2022 Advanced Practice Symposium In Phoenix
June 9, 2022 @ 1:00 pm - 6:00 pm
Mark Massey
Vice President
SMA Services, Inc.
Monte Harrick
Managing Director, Los Angeles Office
Fulcrum Partners
Sam Robert
Vice President – Retirement
Fulcrum Partners
Troy Branch, JD, CLU, ChFC
2nd Vice President, Advanced Solutions & Design
Ameritas
June 9th, 2022
1 PM MST
NAIFA-FSP is proud to announce the return of the in-person Advanced Practice Symposia! Join us to hear from premier thought leaders in the field of advanced financial planning to learn how to better partner with a variety of industry professionals to expand your offerings and create top-line growth. Join us for this high-impact, half-day event.
Join us to learn new ways to approach complex cases and how you can better partner with a variety of industry professionals to expand your offerings and create top-line growth.
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