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This Month in Banking

A monthly review of current and interesting events relating to US financial institutions, and the potential impact on their customers, employees, and future.
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Wealth Management – Opportunities and Challenges in 2022 0
Jul 26, 2022

Wealth Management – Opportunities and Challenges in 2022

Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.

        Jeff Marsico, President, The Kafafian Group, Inc.

       Andrew Rietz, Vice President, The Kafafian Group, Inc.

Guest - Valerie O. Murray, CFP, President, Beacon Trust

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