Wealth Management - The Evolution of the Client Experience
Name:
Wealth Management - The Evolution of the Client Experience
Date:
February 23, 2018
Time:
8:00 AM - 9:00 AM CST
Event Description:
Presentation: Wealth Management - The Evolution of the Client Experience
Presented by: Luis Benavides of Lord Abbett, Advisor Consultant
Hosted by: Monica Meyer, Jeremy Carver, and Josie Cotti
When: Friday, February 23, 2018 from 8:00am - 9:00 am
Where: Edward Jones Office
3686 Gulf Breeze Pkwy, Gulf Breeze, FL 32563
Cost: Free
Breakfast will be served.
The presentation will have great information regarding the markets, investor emotions and investor challenges.
