Are you stuck in a 9 to 5 world?

By Kathy Longo, CFP®, CAP®, CDFA

Thursday, 23 October 2014

Are you stuck in a 9 to 5 world?

I just returned inspired and appreciative from the annual BAM Alliance conference in St. Louis. I continue to be impressed with the investment and wealth management resources that are available to Flourish Wealth Management by partnering with the BAM Alliance. The Conference also provided a rewarding opportunity to connect with the 140 plus independent firms that are members of the BAM Alliance.

Due to COVID-19, we have begun taking client meetings via Zoom. Please see our instructions below on how to use Zoom and what you can do to protect your privacy while using this technology.

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