Each year we are inundated with options for seminars, vendor conferences, gatherings and study groups.
With careful consideration, most of this week is allocated to going west out of state for a jammed packed schedule conference.
Conference from our Institutional Vendor
- Visiting with at least 8-10 fellow professionals
- Multiple technology vendor meetings
- Capital Market and Economic update
- Collaborative insights
- Latest Trends and future developments
Are just a few things on the schedule.
For those with great memories.. you may recall, Donald “The Brain” was a major speaker a few years back at this event… All good stuff !
My intention is to bring you updates, live from the ground out west…….. If time does not permit… catch up articles will certainly find their way to our posts !
Have a Great Monday!
John A. Kvale CFA, CFP
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth