IAI is hosting two special events in one afternoon at a local Portland brewery on Thursday, November 7th!
- Sara Ark and Kristy Bartle will be presenting Crafting the Perfect Retirement; Bringing Science to the Art of the Problem. This is a 50 minute presentation on finding the right retirement plan solution for your client. They will delve into the ingredients needed to satisfy every client’s thirst.
- Following the presentation, we will host a happy hour. If you are interested in attending, please e-mail Kristen Meredith for details and to secure your spot! Space is limited.
This presentation has been approved for 1.0 CE credit by the CFP Board.