Join us this Monday, September 14th at 11 a.m. Eastern, as we hear from one of members, Jeremy Shipp (LinkedIn).  During the call, Jeremy will share how he is connecting with his prospects and clients, and how he is sharing his knowledge with his own community. Check out Jeremy’s appearances on the Virginia this Morning show.

Check out Jeremy’s appearances on the Virginia this Morning show.

Our Roundtable webinars  are just one of the ways we join together to keep our sense of community strong by ‘virtually’ meeting on a regular basis.  It’s an opportunity for our community to hear from their peers and others in the industry about relevant news updates, communication strategies and ways to help clients feel connected and cared for.

To be on the next webinar:

  • Members: Login to the members website to get the webinar link to be on the call live or to watch the Recordings Archive of past webinars.
  • Prospective Members: If you’d like to check out the Circle of Wealth® Roundtable webinars, give us a call at 321.369.9470 option 1 to receive the Zoom conferencing information.

Please note: this webinar is intended for financial professionals.