Earlier this month, Cortney Milner attended the 2026 RPAG National Conference in Dana Point, California, where industry leaders came together to explore emerging trends, strengthen client relationships, and discuss new opportunities within the retirement plan industry.
More recently, Matthew MacNeal and Kathleen Simolike attended the SEI Advisor Summit in Nashville, Tennessee, connecting with fellow advisors and industry experts to discuss investment solutions, practice growth, and the evolving technology shaping wealth management.
We’re grateful for opportunities like these that allow our team to continue learning, building relationships, and bringing valuable ideas back to the clients and organizations we serve!
