Live Roundtable Webinar for Members

round the tableJoin us on Mondays at 11 a.m. Eastern for a 30 to 45 minute call as we join together to keep our sense of community strong by ‘virtually’ meeting on a regular basis.  Hear from your peers and others in the industry about relevant news updates, communication strategies and ways to help our clients feel connected and cared for.

Roundtable webinars are for Circle of Wealth® members.  Members click here to get the webinar link to be on the next live webinar or to watch the Recordings Archive of past webinars.   You can also give us a call at 321.369.9470  to receive conferencing information.

We will have our whole team on the call and dedicate our time to sharing what we’re hearing and discussing topics that are important to you. 










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