A Three-Day Immersion That Dares to Be Different
Demographics are destiny. And if they are any indication, a large swath of today’s client base is – or is about to be – in need of advisory services. Yet, with so many questions swirling about Social Security and Medicare, so many changes happening to retirement accounts and rollover requirements, and so much uncertainty about the convergence of retirement dreams and longer lives, retirement planning feels lost in a financial services event scene trying to be all things to all people.
Until now.
Enter Horizons. An event that will feel like the best lecture series and five-star retreat you’ve ever attended. It’s a convening of like-minded, passionate retirement planners with a 100% focus on the strategies and solutions impacting most clients.
Join the waitlist today. Registration for this carefully crafted, curated, concierge experience opens this September!
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