FPA of Maryland Fall Symposium 2023

On Thursday, October 26th, a fortuitous group of our Advisors and Planners attended the Financial Planning Association of MD 2023 Fall Symposium. We appreciate the opportunity to learn from our peers and hear from industry leaders like Michael Kitces. We look forward to bringing actionable takeaways back to our community and clients to continue serving our neighbors!   Pictured from left to right, Lauren Madison, Jordan Heaps, Jodi Davis, Naomi Kanithi, guest speaker Michael Kitces, Tom Cusick, Chad Arrington and Jacob Adkins.