fbpx
Going to XYPNLive in DENVER? – Join Us for DinneR
Elements Cube

Can We Change The World Together?

Presentation By Carl Richards, CFP®

Traditional planning was built to
serve the top 1%.

But how might things change if you had the freedom to serve ANYONE?

We're hosting a small dinner during XYPNLive to discuss the emerging possibilities.

Interested? We'll save you a seat.

Details

When:

Sunday, October 9th @ 6 PM MDT

Where:

Wright Room                                                                     (Just two blocks away from the Sheraton!)

Register To Attend Our Dinner Event

Your Dinner Event Hosts

Carl Richards

Carl Ricards, CFP®

Presenter

Carl Richards is the creator of the Sketch Guy column, appearing weekly in The New York Times since 2010.

Carl has written two books and his work has been featured on Marketplace Money, Oprah.com, and Forbes.com. In addition, Carl has become a frequent keynote speaker at financial planning conferences and visual learning events around the world.

Abby Morton, CFP®

Abby Morton, CFP®

Moderator

Abby was a financial advisor at Dentist Advisors and now leads partner marketing programs for Elements. 

As a CERTIFIED FINANCIAL PLANNER™ Abby brings an insider’s perspective on how marketing, sales, and financial advice should converge to drive optimal results in a modern RIA.

Join The Revolution

Come see how Elements can help you scale your impact by revolutionizing the way you attract, onboard,
and deliver ongoing advice to clients.

Elements Financial Monitoring System

Book a Demo

Schedule a time to see how Elements can help grow, scale, and modernize your planning business.

[formfuse id="1009"]