Do you have questions about how to succeed in the industry?
Are you a successful and experienced financial planner who would like to share your wisdom with the next generation or those just entering the field?
If either is true, our Speed Mentoring event is the place to be! In a fun “speed dating” format, “Speed Mentoring” will allow mentees to ask questions of an experienced planner for five minutes. A bell will sound and the mentees rotate to the next mentor for a different perspective. This format will give younger or less experienced planners the opportunity to pose questions about networking, business ownership, client interaction and practice management to many different successful planners.
Please join us for this event! Mentees should bring questions to pose to the experienced planners. If you get stumped, we’ll have a bowl of questions available for your use. Mentors, bring a willingness to share your bounty of knowledge and experience with planners entering the field.
The event is scheduled for Wednesday, April 4th from 5:45pm – 7:45 pm at the Umpqua Bank branch at 1448 NE Weidler St., Portland, OR 97232.