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This hand-on practical planning seminar is designed to assist financial institutions in developing strategic plans initially and/or updating current written strategic plans on an annual basis. After the retreat, if the institution desires to have a strategic plan drafted for Board of Directors’ approval, AFSI will provide such service for a maximum of $2,500.

Credit Hours: 6-12 hours

Fee: $3,000 + expenses

Contact [email protected] for providers.