8:00 8:10 Warm-up: Member Introductions

8:10 8:50 Keynote Presentation by: Charles D. Vercellone, ChFC, Wealth Strategies Group, LLC -Owner/Financial Advisor

Since 1984, Chuck has been helping clients manage their wealth. Similar in background and values as those he serves, he strives to build relationships that go beyond the perspective of mere dollars and cents. Chuck treats clients like family and friends, taking the time to explain everything so they feel comfortable and in control of their money.

Chuck focuses on retirement and education planning and holds the Chartered Financial Consultant (ChFC) professional designation. He is a registered representative of Sigma Financial Corporation (Member FINRA/SIPC) and an Investment Advisor Representative of Sigma Planning Corporation (a registered investment advisor). Chuck is also a member of the Financial Planning Association

Topic: Workflows

Workflows are a detailed description of processes, activities, outcomes, and results of what it is we do.  They provide a guide to each activity so each client experience is repeatable no matter who in the organization is handling the task.  Every member of the team knows what must be done, who is responsible, the timetable, and where in the process the activity stands.  Workflows set a standard that the entire organization can follow.

8:50 9:15  Leadership Enrichment Council discussion– Current evaluation and suggestions for the future                  

9:15 9:30    Wrap-up: takeaways, announcements, and housekeeping items