Broker Check
20 Feb
February 2020 Apex Financial Services Advisory Council Meeting


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. 


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


City Winery Atlanta

Ponce City Market
650 North Avenue
Atlanta , GA 30308
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Event Registration