Use this if:
You are a networking professional, referral partner, or strategic connection looking to build a relationship, understand how Fortis Planning works, or explore collaboration.

What to expect:
This is not a client intake call. We’ll focus on mutual understanding, referral alignment, and how we can best serve families together.

Good fit for:
BNI members, financial professionals, insurance agents, realtors, CPAs, and strategic partners.

Meeting In-Person:
If we are meeting in person, let's please find a location that is mutually convenient for both of us. I love places with good food, good coffee, and FREE parking.

Networking Meeting

Not looking for this type of calendar event? Feel free to go back to our main calendar page or visit our contact page.