Abacus Planning Group, Inc.
Learning Session Benefiting Pro Bono Financial Planning
Session Capacity: 15
Cost: $1,000 donation to the Foundation for Financial Planning. (Two or more from the same firm: $800 donation per attendee.)
Date and Time: Friday, August 2nd, 2019, 7:30am- 4:30pm | Dinner for early arrivals on Thursday, August 1 at 6:30 pm in our office
Location: Abacus Planning Group Inc., 2500 Devine Street, Columbia, South Carolina 29205
Join the Abacus team for a day of learning and sharing best practices. Abacus will offer a playbook of actionable ideas to enhance your business success. We will share tips on developing your firm’s human capital (including yourself!), attracting new clients, and systemizing your service module for the consistent and efficient delivery of quality advice. We look forward to sharing our lessons learned along this journey.
Attendees will have an opportunity to ask questions of anyone on the Abacus team- from operations to compliance to financial advisors to portfolio managers. Often the best idea of the day is from another attendee.
Abacus will pdf and send via share file all resources discussed throughout the day from our checklists to developmental tools.
All registration fees will benefit the Foundation for Financial Planning.