Tales and Lessons Learned From Operating a Client Service Business

Date: Tuesday, February 20, 2024
Time: 11:30am - 1:00pm
Location: Champaign Country Club
Speaker: L. Kaye Dent, JD; Jacob Kuebler, CFP®, EA; Kim Martin, CPA

Whether you serve clients on a daily basis or are running your own client services company, this event is for you. We are going to learn a lot from three of our esteemed members as we discuss the business cycle, best practices for serving clients, and hot topics affecting our industry today. This dynamic conversation is sure to leave you excited to tackle any challenge in your quest to best serve your clients.

Justin Seno will moderate the discussion between L. Kaye Dent, Dent-Coulson Elder Law; Jake Kuebler, Bluestem Financial Advisors, LLC; and Kim Martin, Retired Partner Martin Hood, LLC and Consultant. Our panel looks forward to fielding your questions so feel free to enter questions before the meeting in the special requests section of your registration. We plan to leave time for live questions as well. Look forward to seeing you next week. 

See Upcoming Event Calendar