Sharpening our Financial Acumen

In an effort to sharpen our financial acumen and remain on the cutting edge of industry best practices, our CAS family team of advisors recently attended two professional conferences in Orlando.

Both conferences focused on several key considerations that are paramount to our firm, including:

♦ Holistic Wealth Management: Designing a comprehensive plan that encompasses all of your priorities and goals, while also providing additional service offerings so we may serve all of your financial needs.

♦ Thriving in the Fiduciary Era: Navigating the new DOL rules and regulations in a manner that promotes the well-being of our client families.

♦ Advanced Tax Strategies: Examining the current tax code and identifying opportunities to alleviate your tax burden.

♦ Operational Best Practices: Maximizing efficiency in terms of our client service and processing.

♦ Current Market Environment: Closely analyzing market performance and trends.

Ray, Paul, Jill, Lynn and Tony represented Ciccarelli Advisory Services at the Advisor Group’s ConnectED conference. This year’s event featured a star-studded lineup of speakers, including Alan Mulally, former president and CEO of the Ford Motor Company; and Neil Cavuto, senior VP and managing editor of Fox News Channel and Fox Business Network.

After ConnectED, Kim, Ray, Paul, Jill and Lynn continued to the City National Rochdale conference.

We are eager to apply our enhanced knowledge and insight in a way that promotes your family’s financial wellness!