We had a wonderful time yesterday, welcoming a group of over 60 people to join us for our seminar, “Providing Financial Wisdom Leadership and Planning in Tumultuous Times.” 99% of those who RSVPed attended, which made for lively conversation and questions throughout.
David Cahoone, PA covered tax law changes, opportunities within charitable gifting and updates to consider moving forward. Larry reviewed the economic and market activity of late, putting perspective on the recent volatility.
Being a good host, Larry left shortly after the seminar to deliver David to the airport, so we didn’t catch him for a photo. We found a stand-in for him in our group photo; friend and previous owner Ron Kelemen.
Thank you to everyone who came and made the event so successful. We’re currently gathering feedback from attendees and may try to replicate this event in the future. If you want to stay informed, be sure to sign up for our monthly email summary on the right sidebar.