Please Join us for a very special virtual event, with John Enright, President of Custom Wealth Management, on May 20that 8:30am. Run time approximately 1hr.
To join, use the following Zoom link: https://us02web.zoom.us/j/89766779185?pwd=VCttWkdQOHRZcXRlVWVPeE8rUEdKdz09
Our speaker John Enright will discuss the keys to growing and sustaining a world-class financial services practice in Upstate New York – sharing with us how they went from each new and different stage of growth and development, as a Private Wealth Advisor to business owners and affluent clientele.
John is a:
Learn more about John and his firm at: https://customwealthmanagement.com/
This is a MUST attend meeting for anyone in the financial services business, regardless of tenure.
We look forward to seeing you there!