Our Retirement Plan Services professionals, Jon Marquet, JD, CEPA® and Allyson Krause, CRPP™, continue to share their expertise at events and conferences within our communities. They shared insights on Holistic Investing and Financial Planning at the Minnesota Veterinary Medical Association‘s annual conference earlier this year. View the recording of their presentation below.
Catch them next at the A’24 Minnesota Conference on Architecture on November 11th. In their presentation, Holistic Investing and Financial Planning for Architects: Ideas for Your Practice, Money, and Financial Life, they will cover investing tips for now and in retirement, financial planning basics and business exit planning strategies. Click here to learn more about how to register.
