Camelot's Fall Advisor Series

Date:  November 5th - 7th, 2018

Location:  Toledo, Ohio

 

*Two Nights Lodging Provided by Camelot

 
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 The Camelot Advisor Series is a  two-day workshop for financial advisors.  The event will kick off with a casual welcome reception on Monday, November 5th.  Presentations will begin the morning of the 6th, and the event will conclude around noon on the 7th.

 

Topics in the fall line-up ...

  • collaboration

  • marketing BEST PRACTICES

  • legacy planning

  • positioning your business for success

  • 401k STRATEGIES

  • COLLEGE PLANNING

  • charitable - payroll giving model

  • CHIEF ECONOMIST UPDATE

  • INVESTMENT MANAGER PANEL


Name *
Name
How many nights will you be joining us? *
Camelot will be providing qualified Advisor Series attendees two nights of complimentary lodging for this event. Shall we reserve you a hotel room?
If so, please indicate name and affiliation below