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Due Diligence Meetings

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 

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