Events

Join The WealthPlan team as we explore topics around investments, practice management, advisor technology, and more.

Events | WealthPlan Group

Our upcoming events are ordered by date. Questions? Please email Sarah McLean – sarah@wealthplan.group.     Peer-2-Peer Forum: New Exit-Planning Service for Business Owning Clients || August 8th @ 10am CST Our next Peer-2-Peer Forum features David DeCelle, the newest addition to WealthPlan Group! David is among the best known thought leaders in the industry, and…