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Event Date |
Fri Sep 29 BST (about 7 years ago)
In your timezone (EST): Fri Sep 29 12:00am - Fri Sep 29 12:00am |
Location |
Hawthorne Hotel
18 Washington Square W, Salem, Massachusetts 01970, United States |
Region | EMEA |
Our wealth management conference is held annually at the Hawthorne Hotel in downtown Salem, Massachusetts. Clients and attendees are encouraged to register early this full-day event. Attendees choose which sessions to attend as advisors and portfolio managers present investment-themed and wealth management-related topics.
Jim Gasparello
Greg Stevens, CFP®
Tom Vautin, CFP®
Craig Goryl, CFA®
Rob Lutts
Pedro Pallandrani
Nick Burwell
Sonia Ernst