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Trusts & Estates Section CLE: T.E.A.M. Dynamics
December 13, 2018@12:00 pm-1:00 pm
Presenter: Suzette Rothberg, CFP, Suzette Rothberg Consulting, LLC
Personalities can undermine your relationship efforts unless you know how to turn personality conflicts into personality connections. “T.E.A.M. Dynamics” is designed to help you understand your own – and others’ – core personality types. In the keynote, the goal is for you to learn your personality type, how clients and prospective clients perceive you, and how to bridge the gap between your personality and those of your clients.
Time: Noon – 1:00 p.m.
Registration: 11:30 a.m. to 12:00 p.m.
Location: First National Bank Building Training Room, 332 Minnesota Street, St. Paul
Credit: 1 standard CLE credit approved
Cost (includes lunch): $15 RCBA members; $30 non-members