Date & Time
Tuesday, April 30, 2024, 10:15 AM - 11:00 AM
Name
Weathering the Storm: Advisors Strategies for Adaptation and Resilience
Description

In an era of economic uncertainty, a pending recession, and the ongoing evolution of post-pandemic life, advisors and brokerages of all sizes are seeking new ways and strategies to serve employers and their employees in a quickly changing environment. Our experienced panel will deliver valuable insights and advice from their own experiences.

Speakers
Marlin Woods, Executive Coach - The Woods Plan LLC.
Michael Patton, CEO - Excel Health Plans
Lester Morales, CEO & Founder, Next Impact - Next Impact
Ruby Ulloa, Broker Consultant - Savoy Associates
Marlin Woods Michael Patton Lester Morales Ruby Ulloa
Location Name
Valley 3
Add To Calendar