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A Case Study in Financial Planning

Center for Sales Excellence Guest Speaker Series

Date: Time: 11:00 am–12:15 pm
Online Webinar
Contact: Renae Reis, (402) 472-2316,
The Center for Sales Excellence invites students to attend “A Case Study in Financial Planning” with Nate Kruse, managing director of Northwestern Mutual, and Nate Elias, wealth management advisor at Northwestern Mutual. During the event, students will work through a case study with a specific client’s characteristics and how best to recommend their financial planning.

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This event originated in Center for Sales Excellence.