Janney Wealth Management Conference 2022

In June 2022, I was fortunate enough to attend Janney’s annual Wealth Management Conference in Baltimore, MD where I participated in sessions and conversations regarding planning for longevity, health care costs in retirement, estate planning, 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.