10 Client Hours: Learn and Grow

10 Client Hours: Learn and Grow

$650.00

Participate in our monthly client hour. Listen, ask, learn and grow.

  • Description

Participate in our monthly client hour. Listen, ask, learn and grow.

Often headed by an attorney, these are small boutique, online monthly sessions reserved for a special group of clientele. Have your questions ready, and hear what others are asking.

Topics and questions can include:

  • Technical aspects of gift planning vehicles
  • Tax-related questions
  • Relationships
  • Marketing (online and direct mail)
  • Name your own ...

Remember, our information is not to be used as tax advice.

A total of 10 Client Hours a year.

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