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 and the team from Chicory Wealth will share their history and experience working achieving their mission: helping clients to “align their financial lives with their hopes and dreams for their 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