BOYCE & CORSI ATTEND BROKER DEALER WOMEN’S CONFERENCE IN FLORIDA

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March 27, 2024 – Bonnie Boyce & Cameron Corsi of Vahanian & Associates Financial Planning Inc. participated in Osaic’s W Forum Conference in Hollywood, FL on March 11th – 13th. This year’s women’s conference focused on various technological advancements as well as efficiencies and business practices that could be implemented to support the team’s growing financial planning and advice-based business. The conference spent much of their time focusing on needs of women in finance; as clients and as financial professionals. There were presentations from Ladenburg Thalmann’s investment team who provided their economic outlook with commentary on specific sectors of the market and various Osaic team members who shared their expertise in areas such as investment products, trading platforms, organizational efficiencies, and comprehensive planning strategies.

The final day’s keynote speaker was Indra Nooyi, PepsiCo’s CEO from 2006 through 2018. Nooyi is considered the world’s most influential woman in finance. Through the firm’s partnership with Osaic, Boyce (who is Chief Financial Officer) & Corsi (who is Chief Investment Officer) are empowered to gain access and knowledge through broker dealer conferences and management. The two executives are integral to the Vahanian team’s expanding practice; and leveraging Osaic’s educational resources is paramount to staff development and business growth.

About Vahanian & Associates:

Vahanian & Associates Financial Planning Inc. provides financial planning, investment management, and estate planning services for high-net-worth individuals and families, and is accepting new clients. The team also provides ESG and Sustainable Investing options. Vahanian & Associates is located at 60 Railroad Place in Saratoga Springs, NY (518) 583-0891. Jeffrey Vahanian, CFP®, President of Vahanian & Associates is also separately a registered representative offering securities through Osaic Wealth, Inc., member FINRA/SIPC. Investment advisory services offered through Vahanian & Associates Financial Planning Inc., a registered investment advisor not affiliated with Osaic Wealth, Inc. The company website can be visited at www.vahanian.com.

Osaic Wealth is consistently recognized as one of the premier independent broker-dealers in the country. The company’s reputation is the result of an open-architecture model and commitment to leading edge technology and superior service. Osaic is one of the nation’s largest providers of wealth management solutions, and home to a diverse community of professionals who believe in the future of financial planning.

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