Stephanie Downer, Presenter at the National Association of Personal Financial Advisors Conference

Shareholder Stephanie Downer will co-present with Bill Cote of Shareholder Service Group at the National Association of Personal Financial Advisors.

The Spring 2023 National Conference will occur Thursday, May 11, from 2:45 PM-3:45 PM. Ms. Downer’s presentation will focus on “Estate Planning Issues with Beneficiary Designations and Custodial Implementation.”

To view the conference agenda, please click here.