This group is only for a select group of non-competing professionals who call on the Mass Affluent, Pre-Retirement Community.
We bring people together to achieve their goals through collaboration because we believe collaboration with the ideal group of people will assure all group members succeed.
Our 5 Guiding Principles:
In our facilitated peer advisory / business development groups the primary goal of all participants is the achievement of the individual goals of all members.
If these are beliefs you share, and if this is the market you focus on, we welcome you to sample this group.
Location: LOB Planning Group 2900 Westchester Ave W # 308, Purchase, NY 10577
We're not around right now. But you can send us an email and we'll get back to you, asap.