purposefulplanninginstitute.com
6 Areas & 6 Resources to Help You Serve Your Clients in 2020
Guest Speaker: Timothy J. Belber, Founder & Principal of The Alchemia Group LLC, PPI Dean of Fusion Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute Description: 2020 is upon us! Join PPI Dean of Fusion Tim Belber for a discussion of 6 areas where you can help clients achieve greater clarity about their wealth planning. Tim