Kades-Margolis Corporation

Our conference this year was all about making ourselves better for our clients, and the closing keynote speaker really tied it all together. Thanks to Anne Marie Falvey, practice director at The Ritz-Carlton Leadership Center, for her invigorating presentation about how to deliver elevated client experiences!

Thanks to this panel of advisors who helped close out this morning's session with a discussion about "Virtual Presentations During the Pandemic!" Anne Barton | Jamie Rutledge | Jason Hurwitz, | Jerry Beck, | Mark Luckinbill | Michael Lynch

Thanks to Jeffrey Levine from Kitces.com for sharing lots of great insights and tips with us this morning to kick off day 3 of our winter conference! Luckily, the quality of the info he shared was much better than the quality of this screenshot ... Thanks, also, to Walter McBay from GWN Securities, Inc. for moderating the discussion!

Thanks to Morgan Housel for an interesting talk yesterday afternoon as the close to Day 2 of our winter conference!

Our annual winter conference has started! It's virtual, but we still have a great lineup of sessions about many important topics. Today's agenda includes: PSERS updates, investment market updates, and conversations about asset allocation & communications during the pandemic.