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Industry Events & Professional Development
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2025 Janney Elite Conference
This week, Jenny was in Philadelphia participating in the 2025 Janney Elite Advisor Conference! She feels honored to join two panel discussions with her amazing peers—sharing insights & best practices on financial planning, practice management, and marketing. One of the most memorable moments for her was meeting the legendary Professor Jeremy Siegel and hearing his keynote address on Stocks for the Long Run. His insights were both inspiring and thought-provoking. Jenny is leaving this conference feeling motivated and full of fresh ideas to better serve her clients. She is grateful to be part of such a collaborative and forward-thinking community.
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2024 Barron's Advisor Women Summit
Another incredible experience for Jenny at the Barron's Advisor Women Summit in West Palm Beach! Being surrounded by some of the most accomplished women in wealth management was both inspiring and energizing—leaving her motivated more than ever to drive meaningful impact in the wealth management industry. The sessions delivered actionable insights, and the keynote conversation with Goldie Hawn was a powerful reminder of the importance of leading with both purpose and passion. Beyond professional growth, the Summit stands out for cultivating a sense of connection and community that’s truly unparalleled.
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Panelist for Delivering with Excellence - The High Net Worth Experience
Jenny recently had the privilege of serving as a panelist alongside her colleagues and Shurdonna S. Joseph, J.D., CFP®, Janney’s Director of The High Net Worth Consulting Group. Together, they shared best practices with our peers on leveraging Janney’s extensive resources to meet the complex needs of our clients.
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