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Business Planning Workshop: Setting Yourself Up for Success

This workshop helps advisors create a clear, intentional plan for the year ahead. Join Penelope Davison and Sherri Conrad for a practical session to clarify goals, priorities, and daily actions—and leave with a simple plan you can implement immediately.

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Time & Location

Jan 26, 2026, 10:00 AM – 11:30 AM

North Atlanta Office, 8000 Avalon Blvd, Suite 800, Alpharetta, GA 30009, USA

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