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As I strive to continue to educate my clients and myself, here is a list of Due Diligence Meetings I have attended recently. If you would like more information on any of the topics listed below, please let me know.
May 23, 2023: Connect 2 Advisory by Cetera
April 11, 2023: Alternative's Institute 2023 Professional Financial Workshop by First Trust
March 15, 2023: Opportunity Zones by Cantor Fitzgerald
February 7, 2023: Managing Risk in 2023 by First Trust
January 18, 2023: Market Update by J.P. Morgan