Vahanian & Boyce of Vahanian & Associates Attend National Advisory Conference

By Vahanian & Associates Financial Planning

Posted December 10, 2019

Jeffrey C. Vahanian, CFP®, President of Vahanian & Associates Financial Planning Inc. and Bonnie M. Boyce, MBA, CFP®, Vice President & Chief Compliance Officer of Vahanian & Associates Financial Planning Inc. attended Advisor Group’s ConnectED National Conference in Nashville, TN in October. This year, roughly 4,000 financial professionals from across the country connected to discuss key themes within advisory business, financial markets, strategic growth and operational efficiencies.

The ConnectED conference also serves as a forum for the Advisor Support Council to collaborate, share best practices, effectively communicate with the Advisor Group’s home office and National Advisory Board. Vahanian’s Bonnie Boyce has served as a Council Member since 2005 and continues to be an invaluable resource and leader to the council and Advisor Group community. Boyce also served as Chairperson from 2010 until 2013.

Over the years, the ConnectED conference has been a platform for educational advancement and peer to peer engagement, and this year was no different. Jeffrey and Bonnie had the opportunity to connect with financial professionals and peers during breakout sessions and roundtable discussions. Keynote speakers included Peyton Manning, two-time Super Bowl winning Quarterback and Dr. Joe Coughlin, Leader of the MIT AgeLab. Dr. Joe Coughlin presented to the advisory group on how global demographics, technology and changing behaviors are transforming business and society. Additionally, ESPN Host, Gold Medalist, and survivor of two rare neurological disorders, Victoria Arlen, presented to the group about her journey of determination and self-discovery.

Vahanian & Associates has been among the leading financial planning and investment management firms affiliated with Advisor Group since 1986. This particular conference also included discussions on ESG investing. This is a means of investing that supports investors in including environmental, social and governance concerns into their investment management process. The timing of these discussions is particularly appropriate as Vahanian & Associates has significantly expanded upon the ESG investing field for many of its clients.

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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