How to Organize and Hold a Successful Family Meeting to Retain Your Best Clients
Please join us for our September EPCCC Meeting!
Tuesday, September 10, 2019 11:45 AM – 1:30 PM
Alberto's Ristorante 360 Main Street, Hyannis, MA
“How to Organize and Hold a Successful Family Meeting to Retain Your Best Clients”
This presentation will be led by Robert Mauterstock. For over 30 years Bob Mauterstock was a financial advisor to hundreds of families in Connecticut. Bob became a registered investment adviser in 1982 and achieved the designation of Certified Financial Planner ® in 1987 and he became certified in long term care in 2005. For the last ten years of his practice he was the CEO of KR Wealth Management in Farmington, CT. Bob specialized in retirement income planning, long term care planning and investment management.
Bob retired at the end of 2009. Since he retired Bob has been speaking to groups all over the country regarding the importance of creating a dialogue between seniors and their adult children about the critical issues related to aging. He has been interviewed on radio and TV stations as well as appearing in the press numerous times.
Please RSVP by FRIDAY, September 6, 2019 if you would like to attend the lunch. You can RSVP directly on our website or simply hit the "RSVP Now for this Event" button on this e-mail for a direct link to the registration page! If you are a current member choose "prepaid" as your payment method on the registration screen.
Guest Fees & Rules: Guest fees of EPCCC members are now $50.00 and are due prior to or at the time of the event. Guest fees can be paid on our website via credit card, or at the event via credit card, cash or check payable to EPCCC. PLEASE NOTE: You may only attend a lifetime maximum of three (3) EPCCC meetings as a guest, beyond that you must become a member. If you become a member on the day of the meeting you are attending as a guest, we will credit the guest fee against your membership fees.
