Connect with us and our partners.

Key Partners

Our partners are trusted professionals in their respected areas. When your needs extend beyond financial planning, we can offer our opinion to help find the right professional for the job. Meet some of our partners below.

Real Estate Agents
Property & Casualty Agents
Personal Bankers
Medical Insurance Brokers
Tax Attorneys
Estate Attorneys
Mortgage Lenders
Family & Litigation Attorneys
Certified Public Accountants

Events

Past: Connect Conference

Thursday
,
Aug 23, 2018 3:00 PM

Past: eMoney Summit

Monday
,
Oct 8, 2018 8:00 AM

Past: Cetera's Fast Forward

Wednesday
,
Jan 23, 2019 8:00 AM

Past: Topgolf in Baton Rouge

Saturday
,
Feb 9, 2019 9:30 AM

Cheers & Peers w/Peers @ Connect19

Monday
,
Jul 22, 2019 3:00 PM

Latest Press

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