Janney Wealth Management Conference 2019

As a Financial Advisor, it is important to continuously grow in an ever-changing industry. I was fortunate enough to attend Janney’s 2019 Wealth Management Conference in Baltimore, where I participated in sessions and conversations regarding planning for longevity and health care costs in retirement, estate planning and wealth transfer strategies, business succession planning, responsible investing, leveraging technology, the future of advice, and much more. I am excited to implement this information in my practice and continue to help clients reach their financial goals.
News Photo
Preferred Communication Method
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.