Vahanian and Associates Participates in Advisor Group’s Virtual Conference
Saratoga Springs, NY, November 4, 2020 – Jeffrey C. Vahanian, CFP® and Bonnie M. Boyce, CFP® of Vahanian & Associates Financial Planning Inc. in Saratoga Springs participated in this year’s Advisor Group National Conference, ConnectED, during the week of October 26th.
In year’s past, the educational conference has connected advisors and investment professionals across the country, in-person, to compare notes on various subjects. This year the Advisor Group adapted its traditional face-to-face conference lineup to a digital series of speakers, panels, advisor breakout sessions, and continuing education courses. The general session featured former Federal Reserve Chairs, Janet Yellen and Ben Bernanke as well as NBA basketball player Shaquille O’Neal. Many of the sessions were focused on how financial professionals can best serve clients and keep pace with important regulatory requirements.
Boyce of Vahanian & Associates attended numerous regulatory sessions on behalf of the Saratoga Springs based firm. “Keeping up-to-date with compliance and regulation is paramount, and that is why these conferences are so key. We can compare notes with various other offices as well as compliance experts and seek the best possible guidance in this area,” Boyce says.
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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