Event Information
NAPFA Webinar - Implementing Your 2021 Strategy with Operations at the Wheel
Online Webinar
Tuesday, February 09, 2021
1:00 PM - 2:00 PM
iCalendar
Central Standard Time
This is part of the NAPFA 2021 Playbook Series.
1:00 PM ET (12:00 PM CT, 10:00 AM PT)
Presented by: Shaun Kapusinski, Director, Technology & Operations, Sequoia Financial Group; Kaylyn Melia, Chief Operating Officer, Socius Family Office; Edgar Collado, Chief Financial Officer & Chief Operating Officer, Tobias Financial Advisors; Ann Gugle, Principal & CEO of Alpha Financial Advisors
1 NAPFA CE in K – Marketing and Practice Management
Member: Free; Non-Member: $39
Description:
This all-star panel will share their practical tools and insights as they begin the year addressing their firm’s key objectives. A strong direction within your operations is the key to make your office run better, your people produce more, and your processes run smoother. Join us to gain insights and areas of focus you should be thinking about in this new year.