2023 Summer CE Social
Wednesday, August 02, 2023, 1:00 PM - 4:00 PM PDT
Category: Events
2023 CE Summer SocialWednesday, August 2nd, 2023Forte Portland | 400 SW 6th Ave Portland, OR 97204Registration includes: 1 CE course and networking reception with a hosted bar
Session Details3:35 pm - 4:25 pm Premium wealth managers are increasingly differentiated by the client experiences they deliver. What do clients expect from you? Is your service delivery based on a “push” or “pull” strategy? This workshop lays out the steps needed to build the framework for a high-quality, competitive client experience. Learning Objectives:
*Approved for 1 CEU with the CFP Board. Meet the Speaker: Ryan Radtke is a relationship manager at Capital Group. He has 10 years of industry experience, all with Capital Group. He holds a bachelor's degree in psychology from The College of Wooster, where he graduated magna cum laude and Phi Beta Kappa. He also holds the Chartered Financial Analyst® designation. Ryan is based in Seattle.
Registration DetailsRegistration Deadline: Friday, July 28th, 2023 Early Registration (Register by July 14th, 2023) FPA Chapter Member: $55.00 Regular Registration (Register starting July 15th, 2023) FPA Chapter Member: $65.00 ParkingNearby Parking Garages:
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