Title: Idea Exchange: The Next Gen Roundtable

 
Host: Lisa Buffett, Regional Manger & Portfolio Strategist, IPC Portfolio Services 
Advisor lead: Parker Pellegrini, Michael Fox

Description: This interactive session aims to foster an environment of collaboration, where next-gen advisors can learn from one another, exchange ideas, discuss challenges, share experiences, and uncover best practices through discussion and dialogue. Throughout the breakout, leaders from the head-office team will be present to answer questions and provide solutions to topics raised during the roundtable. 



Take this opportunity to connect with your peers, gain practical knowledge, and uncover ideas to help improve business processes, and drive the continued growth and success in your business. 

Date: Tuesday, September 17

Time: 11:05 AM to 12:05 PM