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About ocaip

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1 03, 2013

Roundtable – March 2013

By |March 1st, 2013|Past Events|Comments Off on Roundtable – March 2013

Topic: Building Integrated Wealth Management Teams
Discussion Leader: Adam C. Broughton, CFP®, Sackett Financial Group

Adam helped design a new format for group learning and the result was outstanding. A real-life case was summarized by the host – anonymized, of course – and participants had a chance to discuss approaches and solutions to the situation presented.

The case chosen placed […]