Join us May 27 on Your Desktop (or Your Phone!) for the 2021 Advizex Company Meeting.

Join us May 27 on Your Desktop (or Your Phone!) for the 2021 Advizex Company Meeting!

This is our year to really lean in, shift into aggressive mode and step on the gas. As we continue to build on the strength of our brand and people, now is the time to accelerate our efforts. That doesn’t mean we just do everything faster and more of it. We make strategic moves and take calculated risks. We work as a team and focus on our goals as we act courageously and confidently.

Launching Soon

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Tune in for the live stream on Thursday, May 27, 2021 from 12PM to 3:30PM EST.

AGENDA

12:05 – 12:50PM – C.R. Howdyshell – Opening / State of the Business

12:50 – 1:20PM – Kurt Schnieders – Services Overview

Break

1:35 – 2:05PM – Matt Gaudio – Managed Services Update

2:05 – 2:35PM – Chris Miller – Solutions Update

Break

2:50 – 3:20PM – C.R. Howdyshell – Awards

3:20 – 3:30PM – C.R. Howdyshell – Closing Remarks