Wiser Together: Why Professional Community Can Improve Our Clients’ Lives

Thursday, May 7, 2020

8:30 AM – 9:30 AM

It’s easy to remember times when embracing community and learning from peers made you a better planner. Have you considered the effects it can have on your clients’ wellbeing? This panel discussion will examine the value of being “wiser together,” for the benefit of ourselves, our profession, and especially those we serve.

Moderator(s)

Kevin R. Clark, CFP®, CIMA®

Financial Advisor
Highview Advisor Group

Disclosure: Disclosure information not submitted.

Panelist(s)

RC

Rita Cheng, CFP

Disclosure: Disclosure information not submitted.

Panel Member(s)

Alexandria E. Davis

Business Development Associate
Facet Wealth

Disclosure: Disclosure information not submitted.
Frank Paré, CFP®

President
PF Wealth Management Group, LLC

Disclosure: Disclosure information not submitted.
Kirsten L. Ismail, CFP®

Vice President - Wealth Management
UBS Financial Services

Disclosure: Disclosure information not submitted.