Description
I am looking forward to seeing everyone at the first Advisory Council meeting of 2020. We will use this time to connect and take a look at ways to make Apex better. So as valued clients and friends I am excited for our time together.
Agenda
6:30 Welcome
6:35 Introductions
7:05 Discussion- New Quarterly Magazine
- Year of Tastings 2020 & 2021
- TD/Schwab Merger
- Educational Workshop Topics
8:00 Adjourn
Date and Time
Thu, Feb 20, 2020
6:30p - 8:00p EST