In just 60 minutes, eight speakers deliver sharp, practical ideas you can implement immediately. Don’t miss this high-impact mix of strategies, examples and actionable takeaways that will benefit all attendees.
In just 60 minutes, eight speakers deliver sharp, practical ideas you can implement immediately. Don’t miss this high-impact mix of strategies, examples and actionable takeaways that will benefit all attendees.
R.J. Kelly, AEP, MSFS, is thefounder and chief visionary officer of Wealth Legacy Group Inc., a firm thatspecializes in meeting the diverse needs of successful entrepreneurs,professionals and their families. His strengths and talents lie in his abilityto quickly grasp complicated and delicate situations, communicate complex ideasin easy-to-understand ways, and find integrated solutions for clients throughholistic and multidisciplinary methods that other advisors often overlook,dismiss or simply are not aware of.