NAIFA-Northeast FL Luncheon
NAIFA-Northeast FL Luncheon
Next Chapter Meeting - November 16, 2023 PLANNING for BUSINESS OWNERS Setting the Table and Working with High Net Worth Individuals 11:30AM - 1:30PM Mike Robert CPT Wealth Strategies Founding Manager Partner About our speaker: Mike Roberts has more than three decades of experience in the Financial Services and the Insurance and Risk Transfer industries. …