Summer 2017 Advisory Board Meeting

Twice a year, the Connors Wealth Advisory Board meets to discuss how to enhance the client experience and future goals for the team. During the Summer 2017 Advisory Board meeting, the group got a pre-opening tour of the new Suntree office and discussed marketing and communications, client events and firm updates.

Following the Advisory Board meeting, the team gathered the board's feedback.All Advisory Board participants and significant others were invited to Cafe Margaux to enjoy a delicious Tuscan wine dinner and hear Justin review the conclusion from the meeting.