(Bring your own lunch & beverage)
The Best of 2017 Rendezvous.
A highlights reel from some popular breakout sessions at the 2017 Rendezvous gathering hosted by our friends at the Purposeful Planning Institute.
Topics for discussion may include:
1) A Field Guide to Difficult and Demanding Clients.
2) Using Games and Gamification with your Clients, and
3) The Biased Advisor: Unpacking our own Unconscious
Drivers.
Facilitated by Cathy Carroll.
AGENDA:
11:30 am: Networking
11:45 am: Call to order & Introductions
noon: announcements & reports
12:15 pm: Topic
1:45 pm: Adjournment
RSVP Today!
