Be sure to log in and take advantage of member-only discounts!
9:00 am - 10:00 am
Welcome & Announcements
After introductions we will have an open discussion on topics you would like to see presentations on.
Each attendee will have the opportunity to give a one minute overview on a presentation they can provide.
Membership Referral Discussion
Alex MacPherson, UBS Financial Services
Lisa Mitnick, People’s Alliance Federal Credit Union