BEGIN:VCALENDAR VERSION:2.0 PRODID:-//jEvents 2.0 for Joomla//EN CALSCALE:GREGORIAN METHOD:PUBLISH BEGIN:VTIMEZONE TZID:America/Los_Angeles X-LIC-LOCATION:America/Los_Angeles BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:19700308T020000 RRULE:FREQ=YEARLY;BYMONTH=3;BYDAY=2SU END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:19701101T020000 RRULE:FREQ=YEARLY;BYMONTH=11;BYDAY=1SU END:STANDARD END:VTIMEZONE BEGIN:VEVENT UID:f168823e6e804956d1e8a04d88c548c5180 CATEGORIES:Events SUMMARY:2023 Summer CE Social DESCRIPTION:
Registration includes: 1 CE course and networking r eception with a hosted bar
August 2nd | Schedule at a Glance | tr>|
2:45 pm | Registration Opens |
3:10 pm | Welcome, Introductions & Opening Remarks |
3 :35 pm | Delivering Priceless Value with Ryan Radtke , CFA, Capital Group American Funds | See de tails below |
4: 25 pm | Networking Reception |
*subject to change |
3:35 pm - 4:25 pm
Delivering Priceless Value
Presented by Ryan Radtke, CFA, Capital Group | American Funds
Premium wealth managers are increasingly differentiated by the client experiences they deliver. What do clients expect from y ou? Is your service delivery based on a “push” or “pull” strategy? This wor kshop 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 ba chelor's degree in psychology from The College of Wooster, where he graduat ed magna cum laude and Phi Beta Kappa. He also holds the Chartered Financia l Analyst® designation. Ryan is based in Seattle.
Registration Deadline: Friday, July 28th, 2 023
Early Registration (Register by July 14th, 2023)
FPA Chapter Member: $55.00
Non-Member: $75.00
Reg ular Registration (Register starting July 15th, 2023)
FPA Ch
apter Member: $65.00
Non-Member: $85.00
Ne arby Parking Garages:
Platinum Sponsor
space
Gold Sponsor
Silver Sponsors
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