February 2021 Virtual Chapter Meeting


Webinar – Rise of the New Business Paradigm Under the Pandemic – VIRTUAL CHAPTER MEETING

Recorded: 02/09/2021

Panel: Greg Friedman, Co-Founder and CEO, Private Ocean
Eric Swensen, Principal, Vista Wealth Management
Tom Tracy, Chief Client Officer and a Member of the Executive Committee, Aspiriant
Moderator: Leigh Shimamoto, JD, CFP®, Wealth Architects