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Co-Chairs:

Elizabeth Buffardi | Crescendo Financial Planners | 312.420.3654
Brian Kearns | Morgan Stanley Wealth Management | 847.784.6454

Upcoming Member Forums

Investment-Advisory


What is a Member Forum?


Member Forums are groups of members with shared interests who interact either in person and/or online to discuss topics of mutual interest, share best practices, ideas, problem-solving strategies and other information.

How does a member forum work?


One member will be designated as the Chairperson for each group to be the “face” of the group and to see that meetings are scheduled and publicized. The chairs and the groups take full responsibility for discussion topics. As appropriate, Forums flag hot topics and emerging issues for CPE staff and assist them in developing CPE programs.

contact

Questions, comments, feedback

Sarah Kosenka
Manager, Membership | 312.517.7651