St. Regis Atlanta
Eighty-Eight, W Paces Ferry Rd NW, Atlanta, GA
September 13, 2022
Business Casual
4-6:00pm Managing Partner Symposium
6-7:30pm Cocktails and Hors D’oeuvres
Interested in Attending? Contact events@shookresearch.com
Exclusively for Top Advisors, RIAs
Sample Sessions
CE Credits Available
- Team leadership and management
- Innovation and custom portfolios
- Best Practice Ideas – FA panel
- Customize portfolio for HNW Clients
