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Join us for an interactive, peer-led discussion on the common pitfalls of multigenerational engagement and how to navigate them. While we often celebrate our successes in this area, there is equal value in reflecting on the challenges and missteps that shape our expertise. Please come prepared with a story of a difficult engagement to re-imagine and share with your peers. Together, we will examine where these obstacles occur and determine how to navigate them more effectively as advisors.
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