Michael Henley and Alison Brooks attend eMoney Summit in Austin, TX

October 16, 2019

This week our CEO Michael Henley and COO Alison Brooks joined 1300+ top advisors at the eMoney Summit in Austin, TX.  This conference focused on the heart of advice: the core of what makes a truly exceptional client experience.

The all-star lineup of speakers included Abby Johnson, Michael Kitces , Ed O’Brien, Mike Durbin, Shawn Achor, and Angela Duckworth.   Learning from the best allows our team to stay at the forefront of financial planning and advice.

#BOPW #Planning #eMoney