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DTSTART:20220505T220000Z
DTEND:20220506T000000Z
LOCATION:Annapolis Waterfront Hotel
UID:2228320220505T220000ZLeveraging Financial Planning for Retirement – Success via Advisor Coordination
DTSTAMP:20260524T171448Z
DESCRIPTION:\nJoin the AAEPC and guest speakers Justin T. Roudiez and Billy Hufnell\n for an informative presentation on\nLeveraging Financial Planning for Retirement – Success via Advisor Coordination\n\nFinancial planners should be a crucial part of a client’s team of advisors. They have the opportunity to maintain an intimate and current understanding of their priorities and evolving financial and family situation.  As such, an effective teaming relationship can leverage this knowledge to create efficiency throughout the planning process and create better outcomes for clients, their families, and legacy objectives.  We will review the financial planning process, and discuss effective strategies and opportunities for collaboration across the advisory team.\n\nClick [HERE](https://cfaac.fcsuite.com/erp/donate/list/event?event_date_id=3118) to Register!\n  \n \nThis event is sponsored by:\n \n[](www.baypointwealth.com)\n
SUMMARY:Leveraging Financial Planning for Retirement – Success via Advisor Coordination - Anne Arundel Estate Planning Council 
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DESCRIPTION:Reminder
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