Learn how to grow your business and enhance your client experience with YourOwn Wallet
Date/Time
7/25/2024
12:00 PM - 2:00 PM Eastern
Event Type(s)
Member's Own Events
Event Description
https://www.linkedin.com/events/financialadvisormeetupinatlanta7217282479882129408/about/
Location
Setting: In-Person
We Work Perimeter
1155 Perimeter Center W
Room 10A, 10th Floor
Atlanta, GA 30338

click here for Google Maps
Contact Person
Teresa Rodriguez
(phone: 6179702265)
Details
We’re excited to invite you to our upcoming Advisor Meetup at WeWork Atlanta Perimeter on July 25, 2024, from 12-2pm.

If you are a financial advisor, accountant, lawyer or real estate mortgage broker this tool can help you close business faster.  It allows your clients the opportunity to gather their financial information fast and can be shared with you in minutes.  The wallet will always be free to clients. 

This is a fantastic opportunity to learn how to grow your business and enhance your client experience with YourOwn Wallet. Enjoy gourmet bites and beverages while networking with fellow advisors and discovering the benefits of our innovative technology.

📅 Event Details:
-Date: July 25, 2024
-Time: 12-2pm
-Location: WeWork Atlanta Perimeter

Limited spaces available, so reserve your spot today!
Outlook/vCalendar/Google
Click on the icon next to the date(s) to add to your calendar:
7/25/2024   Outlook Calendar Apple Calendar Google Calendar