Find your balance and cast away sins with our stand-up paddle boarding adventure. Hosted by B’More SUP. Registration is a must, for this special session of The Paddle. Don’t wait, we’ve “soul’d out” both previous sessions.
This presentation will review the changing views on wealth in the marketplace, how these changes are affecting planning, and practical recommendations on how to adapt to a changing landscape and meet the goals and desires of a new type of client.