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 optimal advisor/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.
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.
Royal Alliance 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.
Advisor Group is one of the largest independent broker-dealer networks in the United States and consists of FSC Securities Corporation, Osaic Wealth, SagePoint Financial and Woodbury Financial. These independent broker-dealers, with more than 7,000 independent financial advisors, are all wholly-owned subsidiaries of Advisor Group and Members FINRA/SIPC.
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