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BEGIN:VEVENT
DTSTART:20160518T170000Z
DTEND:20160518T183000Z
LOCATION:The Standard Club, 320 S. Plymouth Court, 5th floor Ballroom, Chicago, IL
UID:1211020160518T170000ZA Panel Discussion: What's your Angle? How the Different Members of a Client's Planning Team Use and Assess Financial Documents
DTSTAMP:20260519T103533Z
DESCRIPTION:\nThis presentation will outline the financial information that an integrated team of advisors uses in getting to know a client.  The panel will discuss not only what information they request and review, but why and how they gain insight from this information.  They will also share their approach based on the differing areas of expertise as well as highlight helpful components of their specific client deliverables.  Finally, the panel will share insights on working as a collaborative team.\n
SUMMARY:A Panel Discussion: What's your Angle? How the Different Members of a Client's Planning Team Use and Assess Financial Documents - Chicago Estate Planning Council 
PRIORITY:3
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DESCRIPTION:Reminder
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