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!

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!

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