ABLE Boot Camp Session 1May 12, 2021
Congratulations! You’ve reached the end of another great tax season.
Now is a great time to brush up on your ABLE skills and hit the ground running. This special four session series breaks ABLE down into short sections that are easy to digest. Sign up for all four or only the sections you want a refresher on.
Session 1: The CRM and Client Service:
What is ABLE?
Compliance to advisory
Identifying your CRoPs
Nurturing your CRoPs
Category: ABLE Training
CPE Hours: 0
Event Date & Time: May 24, 2021 @ 11:00 am
(All events are Central Time)
Instructor: Brittany Hester