South Bay I-Forum Workshop
The Westin San Jose
The focus for this fall’s I-Forum is “Longevity” and the considerations that surround this topic. While our industry is ever evolving, the trend to incorporate key conversations about aging in place, health and wellness, maintaining social connections, and staying mobile have never been more important to maintain relevance in the advisor-client relationship. Please take a look at our agenda and join us for an action-packed day that will mean as much to you as it will to the clients you support.
The registration deadline has passed.