Join us on Tuesday, December 16, at 11 a.m. ET, as industry-leading advisor coach Libby Greiwe reveals how to use strategic planning themes to simplify your prep work and deepen client engagement. You’ll learn how to create a repeatable system that helps clients feel educated, cared for, and ahead of the curve.
Theme-Based Financial Planning — How to Strategically & Systematically Add Value for Your Clients
Date: December 16th, 2025
Time: 11:00 am EST
Date:
December 16th, 2025
Time:
11:00 am EST
Location:
Webinar
Event Type:
LIVE FROM PHILLY
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