Conversations That Close – LIVE with Lorrie Baldevia

In this Conversations That Close session, we’ll preview key themes shaping today’s advanced markets conversations and how advisors can move discussions beyond transactions toward more holistic financial planning.

Register for this session! 

Speakers:

Lorrie Baldevia | Platform President at Gallagher

Jordan DeBettencourt | Vice President of Membership & Engagement at Finseca