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Financial Advisors SIG
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6/20/2017
When: June 20, 2017
11:45 a.m. - 1:15 p.m.
Where: Morgan Stanley
70 W. Madison St.
3rd Floor, Conference Room A
Chicago
United States
Contact: Melissa Tannehill


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Just a reminder to RSVP for this month’s PWCC Financial Advisor SIG meeting.  

When:  Tuesday June 20th at 11:45am-1:15pm

Hostess:  Melissa Tannehill


Where
:  

 

              Morgan Stanley

              70 W. Madison Street
              3rd Floor, Conference Room A

              Chicago, IL 60602

PLEASE NOTE: Please plan to be on time. We will meet in the lobby and be escorted up as a group.


Topic:  
Tips and Tricks of identifying new opportunities and bringing a better service to your clients during life transitions. Featuring the following topics and panel speakers:

  1. Family Law: Jennifer L. Lavin, Jennifer L. Lavin, PC

  2. Estate Planning: Annika C. Mitchell, Mitchell Law Firm, LLC

  3. Tax Planning: Lisa Niser, E.A.

As usual please plan to bring your lunch along and RSVP on the PWCC website.  We look forward to seeing you there!