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Northshore Trust Collaboratory Lunch

  • April 18, 2017
  • 11:45 AM - 1:45 PM
  • Journey Care Center, 2050 Claire Court, Glenview, IL 60025


  • Members attend without admission charge.

Registration is closed
Northshore Trust Collaboratory Lunch

(Bring your own lunch & beverage)


With our clients, 

With our colleagues, 

With ourselves

Oh, those conversations about money!

  • There’s helping with the client’s money.
  • There’s our fees.
  • There are the fees of the colleague we refer in.

How do you prevent them from becoming awkward?

How do you show value?

What have you found successful? 

What have you tried and abandoned? 

Join us as we share and define best practices, based on our respective deep experiences.

RSVP Today!

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