November 28, 2018
Cummings & Lockwood’s Private Clients Group in Stamford and Greenwich hosted its 2018 Professional Advisors Seminar on Thursday, November 29, 2018, at the Inn at Longshore in Westport, Connecticut. Nearly 200 wealth advisors, accountants, insurance professionals and financial planners attended this year’s program.
The seminar focused around the theme: Estate Planning for the Different Stages of Your Client’s Lifecycle. Presentations included:
Speakers included Stefania Bartlett, Laura Beck, Dan Fitzgerald, Jessie Gilbert, Susan Huffard, Dan Johnson, Kathleen Merrigan, Cara Howe Santoro, David Thal and Rachel Zarghami.
To view the individual presentations, go to the NEWS & INSIGHTS section of the website and click on “Videos.”