Independence Planning – July 2018 Video Blog (watch video above)
Executive Education forum at Wharton School for Business
Steve and Chris attended an executive education forum at the Wharton School at Penn University in Philadelphia. The curriculum was designed and taught by world-class professors including Richard Marston, professor of Finance; Olivia S. Mitchell, PhD professor of Business Economics; and Michael Useem, PhD professor of management. This comprehensive forum focused on how to address the fluctuating demands of the financial services industry, including helping to identify and implement competent wealth management solutions for individuals, families and businesses.
Continuing Education for our support staff
Please join us in congratulating Jessica Hawley in completing the requirements to receive the Financial Paraplanner Qualified Professional™ (FPQP™) designation from the College for Financial Planning.
The Barron’s Top Advisors Summit is an invitation-only gathering of elite-tier advisors to share best practices and elevate standards of service. Barron’s hosts a series of invitation-only events to provide an opportunity for top advisors from across the industry to meet and discuss the latest innovations in the wealth services field, developments in the global economy and strategies for financial planning and investment management.
Barron’s is America’s premier financial magazine. It provides in-depth analysis and commentary on the markets, updated every business day online.