NexGen January 2018 Meeting

January 11, 2018
8:00 AM MST - 9:00 AM MST
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Sharkey, Howes & Javer Galleria Office Towers
720 S Colorado Blvd, Suite 600, South Tower
Denver, CO 80246

This is a round table event meant to facilitate conversations among participants on the topic of financial planning, portfolio management, and CRM software. Participants should come prepared to share information about what systems they use, how they use them, and the ways in which it benefits their business.

Learning objectives:

1. Gain new ideas for software use and integration.

2. Discuss and learn new methods for utilizing their current software and systems.

3. Explore the tips and tricks from our sponsor and partner, Advyzon.


Sponsored by:


$0.00 Member

$0.00 Partner/Sponsor