34 min

Wealth Management – Opportunities and Challenges in 2022 This Month in Banking

    • Business

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

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

34 min