Boyce of Vahanian & Associates Attends National Women’s Conference

The Advisor Group hosted their annual women’s conference, “W Forum”, May 1-3, 2019 in Indianapolis where Bonnie M. Boyce, MBA, CFP® of Vahanian & Associates attended. Boyce is Vice President, Director of Financial Services & Chief Compliance Officer at Vahanian & Associates. The “W Forum” encouraged peer to peer engagement and collaboration on topics related to designing best practices, professional development and exciting ways to challenge yourself. The women’s conference emphasized topics unique to women and finance, multigenerational planning and the transition of wealth, as well as general business themes.

Additionally, Boyce is a member of the Royal Alliance Administrative Advisory Panel, which is made up of nine financial professionals from across the country. While at the “W Forum”, the Advisory Panel was given a forum to lend support to the Advisor Group’s Home Office and discuss ways to create an optimaladvisor/client experience. The Panel also provided the Advisor Group with invaluable feedback on new technology and processes to promote a more efficient and effective office.