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Tel: 901.413.6256



P.O. Box 38975

Germantown, TN 38183

Visions in Planning Conference

Thank you for helping us make this year's VIP Conference a huge success!


We had a great lineup of speakers for this annual event. They discussed a variety of topics that we believe provided tremendous value to our members.

Attendance included: 5.5 hours of CFP CE credit hours, breakfast, lunch, and a happy hour + working mixer.

We heard presentations from: Tim Maurer, AAG, Simon Reilly from Leading Advisor, Harding Loevner, and others!

Thank you for being a part of the 2019 VIP Conference.

We'll see you next year!