Level 1
FREE
“Paying Forward”
✔ Invite by MJ or another member
✔ 5 group ZOOMS per year (hosted by Sponsor-Partner)
✔ RIA only Golf Outing invites
Level 2
$399 / year
“Topic Rooms"
✔ Invite by MJ or another member
✔ 5 group ZOOMS per year (hosted by Sponsor-Partner)
✔ RIA Golf Outing invites
✔ Private ACCESS to 15+ “chat rooms” (each with a different industry topic)
✔ Invite to “Happy Hour” event - annually @ Schwab Impact Conf.
Level 3
$799 / year
“Topic Rooms & SME Hosted Rooms”
UNDER CONSTRUCTION
Level 4
“Private Groups”
UNDER CONSTRUCTION
Level 1
FREE
“Paying Forward”
✔ Invite by MJ or another member
✔ 5 group ZOOMS per year (hosted by Sponsor-Partner)
✔ RIA only Golf Outing invites
✔ Invite by MJ or another member
✔ 5 group ZOOMS per year (hosted by Sponsor-Partner)
✔ RIA only Golf Outing invites
✔ Invite by MJ or another member
✔ 5 group ZOOMS per year (hosted by Sponsor-Partner)
✔ RIA only Golf Outing invites
Level 2
$399 / year
“TopicRooms"
✔ Invite by MJ or another member
✔ 5 group ZOOMS per year (hosted by Sponsor-Partner)
✔ RIA Golf Outing invites
✔ Private ACCESS to 15+ “chat rooms” (each with a different industry topic)
✔ Invite to “Happy Hour” event - annually @ Schwab Impact Conf.
Level 3
$799 / year
“Topic Rooms & SME Hosted Rooms”
✔ Invite by MJ or another member
✔ 5 group ZOOMS per year (hosted by Sponsor-Partner)
✔ RIA only Golf Outing invites
✔ Private ACCESS to 15+ “chat rooms” (each with a different industry topic)
✔ Private ACCESS to SMEs on a particular topic of your interest
✔ Invite to “Happy Hour” event - annually @ Schwab Impact Conf
Level 4
“Private Groups”
**Must be a member of Level 3
✔ Brews & Bogeys” (MJ’s 15 yr group)
✔ tba
✔ tba
✔ tba
✔ tba
Thanks To Our Partners & Sponsors
