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MarketShare Financial Regional Advisor Meeting – Tampa, FL

Name: MarketShare Financial Regional Advisor Meeting – Tampa, FL
Start: 2022-03-01T09:00:00+00:00
End: 2022-03-01T14:00:00+00:00
Location: Four Points by Sheraton Suites Tampa

March 1, 2022 @ 9:00 am - 2:00 pm

Meeting Materials:

Agenda – Tampa

Marketing Audit Checklist

Marketing – MyCMO Advisor Marketing

Marketing – MyCMO Upgrade Options

Marketing – Communicating Your Value

Marketing – Articulating Your Value

Legacy Planning – Asset and Financial Inventory

Continuity Plan Intake Form

Details

Date: March 1, 2022
Time:
9:00 am - 2:00 pm

Organizer

Kyndra Packard
Phone 317-564-2485
Email kpackard@marketsharefinancial.com

Venue

Four Points by Sheraton Suites Tampa
4400 W. Cypress Street
Tampa, FL 33607 United States + Google Map
Phone 8138738675