Going to XYPNLive in DENVER? – Join Us for DinneR
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 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®
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.