Roslyn, NY, September 29, 2018 --(PR.com
)-- The event, which took place in San Antonio, Texas was designed in partnership with representatives from each of Cetera’s member firms, Connect18 saw 3,500 advisors, home office employees and product sponsors participate in a unique and enlightening slate of learning opportunities all focused on transforming the advisor and client experience to create sustainable competitive advantages. The event included more than 200 breakout sessions, providing ample opportunity for attendees to hear from a wide range of business and political thought leaders, and to meet with professionals from both their own firms and others in the Cetera network.
Connect18 placed a central focus on charitable involvement, as well. As part of the event, Cetera’s philanthropic wing, Caring Cetera, highlighted Soldiers’ Angels, a non-profit that provides aid to deployed troops, veterans, the wounded and military families. Attendees supported the San Antonio-based national organization by writing letters to troops, donating personal items for care packages and making financial contributions. Cetera Financial Group pledged to match donations raised by Connect18 attendees, Cetera-affiliated advisors and home office staff to Soldiers’ Angels up to $100,000, resulting in a total donation of $207,000.
Robert “RJ” Moore, Chief Executive Officer of Cetera Financial Group, said, “Connect18 served as an unprecedented opportunity to rally all of our advisors, home office team members and partners around a single big idea: the Advice-Centric Experience™, our dynamic vision for the future of our profession that will empower a fresh approach to serving clients by delivering the best independent financial advice.”
Howard Ginsberg manages client assets, fulfilling the financial, investment, retirement & tax planning needs of individuals and businesses in the Long Island, New York area. He has over 29 years of professional financial experience. For more information please visit www.ginsbergwealth.com or accounting and tax services visit www.ginsbergcpa.com 200 South Service Rd, Roslyn Heights, NY 11577
Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity. Home offices at 200 N. Martingale Rd., Schaumburg, IL 60173; phone 888-528-2987.