Happening virtually this Thursday, June 15th,join advisors from CNBC’s FA100 firms and companies such as Morgan Stanley, Wells Fargo Advisors, and Merrill Lynch for conversations with Tom Lee, Dan Niles, Fiona Ma, and more.
PLUS! Looking to earn Continuing Education Credits? This event has been approved for 4.5 CFP Continuing Education Credits.
To see the agenda and full speaker lineup, click here.