Barron’s 2018 Top Independent Women Advisors Summit

Mari had the good fortune to spend 2½ days last week at the gorgeous Palm Beach Breakers hotel, site of Barron’s 2018 Top Independent Women Advisors Summit.

It’s a fantastic setting, and offers unsurpassed networking with leading women financial advisors from across the country. It’s also a great opportunity to learn what’s new in investment strategies (like impact investing, and the outlook for the bond market) and discuss cutting edge software, marketing, and techniques for upgrading client service. We’re excited to put some of these new ideas into practice.

Thank you, Barron’s, for the repeat invitation!

About Mari Adam

Mari Adam, Certified Financial Planner™ and President of Adam Financial Associates Inc, has been helping individuals and families chart their financial futures for over twenty-five years. Have a question about your financial situation? Ask Mari!

Subscribe to our updates

Stay informed about financial planning and investing issues that impact your life today and tomorrow! (we respect your privacy)

, , ,

No comments yet.

Leave a Reply