On July 1, 2021, our investment platform will move from National Financial Services/Fidelity under Securities America, Inc., to Fidelity Institutional with Empower Financial Advisory as the Registered Investment Advisor (RIA). As a RIA, Empower Financial Advisory will be directly supervised by The Securities Exchange Commission (SEC). We are all very excited for this next chapter for our clients and our firm.

Come join Ron for this town hall style webinar to go over the game plan for June into our July 1 conversion date.  This process has been in the works for months and we feel the planning we have done will make this process very easy for you, our clients.  Ron will discuss how this entire process works and the many benefits of this set up for the future.

Ron will discuss the game plan moving forward and answer questions from the attendees.

To Register: Press Here