About the Webinar
- How can a firm prepare itself to help clients who are experiencing wide and varied life-circumstances?
- During times of crisis, how does a firm modify its functions and operations to provide ongoing service?
- What tool can be used to help clients find strength during challenging times, both emotionally and financially?
About our Guest Veterans
Maggie Kulyk, CPRC®, Chartered SRI Counselor™ and the team from Chicory Wealth will share their history and experience working to achieve their mission: helping clients to “align their financial lives with their hopes and dreams for the future – for themselves, for others, and for the planet.” To learn more about Chicory Wealth an its staff, please click here.
This webinar is open to EVERYONE!
- Free for MQ Partners
- $25 Fee for everyone else