Bosma Group Lunch & Learn – Sep 23
Posted August 12, 2010
The Sanchez Wealth Advisors, comprised of Jon Sanchez, Jamie Kalicki and Michael Bosma, will be speaking on how professionals are leveraging technology and process flow to better serve clients.
Jon, Jamie and Mike will present current issues facing businesses in the area of wealth management, estate and trust law, and taxes. Time will be allotted to question the panelists, and seek the advice you need. The other wealth advisors, including Scott Pomeroy, Corey Edge, Dwight Millard, and Kevin Darby will be available to respond as well.
Thursday , September 23 – 11:30-1:00pm
The Bosma Group, P.C.
5575 Kietzke Lane Suite B, Reno
To RSVP contact Christy at 786-4900 or ccarlon@thebosmagroup.com



