OUR ROUNDTABLE FOCUS:
What is next in the service of advisors, customers, and enterprise wealth firms?
Location: Amelia Island, FL
Audience: CGAN Firm Owners
Attendees: Owners and Leadership
This is our flagship roundtable for CGAN firm owners. This roundtable focuses on issues that enterprise wealth senior leadership is facing and supplies a wonderful opportunity to collaborate for a few days and drink in a bounty of varied perspectives along with innovative ideas.
At our roundtable, we mix targeted case studies, breakout sessions, community questions and partner thought leadership for honest and open conversations. Additionally, we bring our owners together for a small intimate / family like experience that results in rich dialogue and deep long-term friendships.