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| The Naples Family Office & Wealth Management Symposium will take place next month in Naples, FL. I would be honored if you could attend. Join local and national wealth management professionals for 2 days of networking, discussions, and workshops as we cover the challenges, opportunities and trends we are seeing under the current market conditions. Attending from Newtek will be myself and John Bromfield. John has over 25 years of experience advising wealth management firms and other professionals on how to properly manage their technology to ensure business continuity and success. John will be featured as a panel speaker as he guides the audience through the changing regulations and pitfalls many wealth management firms face in today's climate. |
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