Be Our Guest – 2019
Abacus Planning Group
Twenty years ago, Cheryl Holland founded Abacus Planning Group, Inc. with a focus on providing holistic financial advice to individuals. What started with two employees, a used desk and a card table and chairs has evolved into a 7 shareholder firm with $1.2 billion of assets under management and 25 full-time employees. Abacus is known for its focus on culture, strategy and systematization of its service modules. Abacus hosts Be Our Guest in our long-term quest to accelerate the professionalization of our industry. Together, we will hear new questions, unearth new possibilities and move our organization together through a day of learning and sharing. You will meet a diverse group of professionals on the Abacus team who have expertise in estate tax planning, income tax planning, insurance, investments (although the usual suspects). We will also share expertise in the critical soft skill development, from active listening to identifying the ADHD client, so that your clients make smart decisions with the expertise you provide to them. Come with energy, a healthy appetite for local cuisine and the excitement to make new friends.
Session Capacity: 15
You can download a copy of the agenda here.
Individual attendee: $1,000 donation to the Foundation for Financial Planning (FFP).
Group attendees (two or more from the same firm): $800 donation per person to FFP.
Date and Time: Friday, August 2nd, 2019 — 7:30am – 4:30pm. Dinner for early arrivals on Thursday, August 1st at 6:30p.m.
Location: 2500 DEVINE STREET, COLUMBIA, SC 29205
REGISTRATIONPlease send an email to Alexa Kirby Alexa@abacusplanninggroup.com. We will then contact you directly with a link to complete your registration with the Foundation for Financial Planning.
WHAT ATTENDEES WILL LEARNJoin the Abacus team for a day of learning and sharing best practices. Abacus will offer a playbook of actionable ideas to enhance your business success. We will share tips on developing your firm’s human capital (including yourself!), attracting new clients, and systematizing your service module for the consistent and efficient delivery of quality advice. We look forward to sharing our lessons learned along this journey. Attendees will have an opportunity to ask questions of anyone on the Abacus team- from operations to compliance to financial advisors to portfolio managers. Often the best idea of the day is from another attendee. Abacus will PDF and send via share file all of the resources discussed throughout the day from our checklists to developmental tools.
HOSTS & PRESENTERSHosts: