August 12, 2024
Il Fornaio Walnut Creek
1430 Mt. Diablo Boulevard, Walnut Creek, CA
Business Casual
1:00 – 2:00pm Networking Lunch
2:00 – 4:15pm Managing Partner Symposium
4:15 – 5:00pm Cocktail Reception
Interested in Attending? Contact events@shookresearch.com
Exclusively for Top Advisors & RIAs
Featured Topics at This Event
- "The Science Behind Success: How Every Advisor Should Plan for the Future" R.J. Shook
- Creating a High Performance Practice
- Custom SMAs Tailored to Your Clients' Goals”
