Broker Check
28 Oct
Beyond AUM: Conversations That Open the Business Owner Market

Description

Advanced planning strategies to help financial advisors uncover new opportunities with business owners, executives, and closely held companies.
Your best clients aren't just individuals. They're business owners, executives, and closely held companies with complexity most advisors never get invited into. Join Financial Growth Partners & Guardian Wealth Advanced Markets for an evening on the advanced planning conversations that turn a transactional relationship into a lasting one, featuring Arthur Gravanis, JD, LL.M, CLU, CRPS. Open bar and hors d'oeuvres at Fleming's in Tysons. Seats are limited.

Date and Time

Wed, Oct 28, 2026

3:00p - 6:00p EST

Location

Fleming’s Prime Steakhouse & Wine Bar

1960 A Chain Bridge Rd
McLean , VA 22102
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PT3H

Event Registration

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