![Bob Monte, CPWA®, RMA®, CAP® recently attended the 2019 Investments & Wealth Institute© Retirement Management Forum. The sessions included holistic and multidisciplinary planning topics to help improve client engagement throughout their retirement. Thank you to the Investments & Wealth Institute team for organizing the event!](https://www.montefinancialgroup.com/wp-content/uploads/2019/12/2019-12-12-Investments-Wealth-Institute-Square.jpg)
12/12/2019
Investments & Wealth Institute© Retirement Management Forum
Bob Monte, CPWA®, RMA®, CAP® recently attended the 2019 Investments & Wealth Institute© Retirement Management Forum. The sessions included holistic and multidisciplinary planning topics to help improve client engagement throughout their retirement. Thank you to the Investments & Wealth Institute team for organizing the event!
See More Like This: CBIA Economic Summit & Outlook