The Building Blocks for Sustainability - Roundtable
Webinar
Scott Leak, CFP®, CEPA® - Director of Business Development & Senior Consultant
Eric Godes - SVP, Senior Consultant
Siena Halpin - Senior Analyst
June 5, 2024
FPA New England
Event
Kem Taylor, CBEC®
Our esteemed colleague, Kem Taylor, CBEC®, will be delivering a presentation on Succession Planning for advisors at FPA New England. This chapter is dedicated to promoting the importance of financial planning and advancing the profession throughout New England.
June 4 - June 6, 2024
INSITE®2024
Event
Andrew Town
This year, the INSITE agenda is filled with interactive sessions designed to keep you engaged and energized. Join Andrew Town during his panel presentation discussing how to "Redefine Your Future with Strategic Business Consulting." Prepare to enhance your skills, broaden your network, and explore the future of the wealth management industry.
