On behalf of Lewis Brisbois, Prager Metis, and Bank of America Merrill Lynch, we invite you to a unique conversation to discuss topics that are top of mind with many of our successful clients on Thursday, October 7th at 9 am (PT)/12:00 pm (ET). You will hear tested successful strategies that have been adopted to the current economy to:
- Create an Environment for Sustained Growth
- Build the Right Advisory Team to Get You There
- Continue to Advance your Business Culture & Legacy
- Prepare your Business and Team for What’s Next
- Create a Wealth Management Plan that Works for You