To keep up with the markets, trends, regulations, and more, there's a lot that goes on behind the scenes at Seasons Wealth. For example, earlier this week, I was at my broker/dealer's annual conference where I attended sessions on all kinds of topics. It was a great event!
Here's a list of some of the sessions I attended: 2023 Tax Planning and Beyond, Legacy Essentials: Bridging Generations Wealth Transfer, The Experience Economy, Behind the Scenes: Supporting the Client and the Attorney Through the Estate Planning Process, How Consumers Choose an Advisor, and Communicating with Conviction. I also attended the annual compliance meeting, which updates attendees on all of the regulatory requirements and changes, and heard from several speakers who are leaders in the industry. It was not only a great time to soak in a lot of educational material, but also an opportunity to network and learn from other advisors - something I've always enjoyed.