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Shreveport Chapter: The “Team” Approach to Helping Clients (ZZSH121514)
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Kelli will discuss for us the “Team” approach to helping clients with a focus on wealth and business clients. The team approach is much more comprehensive in discovering needs and in ultimately making sure the client is protected.

12/15/2014
When: 12/15/2014
12:00 until 1:00 PM
Where: Petroleum Club
416 Travis St. 15th Floor
Shreveport, Louisiana 
United States
Presenter: Kelli Smith
Contact: Walker Coburn


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The "Team” Approach to Helping Clients

Kelli will discuss for us the "Team” approach to helping clients with a focus on wealth and business clients. The team approach is much more comprehensive in discovering needs and in ultimately making sure the client is protected.

Agenda:
11:30 – Noon Registration
12:00 – 1:00 pm Lunch/CPE

Location:
Petroleum Club
416 Travis St. 15th Floor
Shreveport, LA
(318) 425-4251
www.petroleumclub.com

Cost: $20 per person (cash or check) includes lunch. Please bring payment to event – credit card preferred.
CPE Credits: 1 Hour
Category: Management
Level: Basic

Registration: Please RSVP by Thursday, December 11th online at www.lcpa.org/group/SH

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