Baron Financial Group strives to stay up-to-date on the current information and newest advancements available in the financial industry regarding financial planning and investment management, practice management, and security. The Baron Team members attended the following fall educational conferences.
Victor Cannillo, NAPFA-Registered Financial Advisor, and Nicholas Scheibner, CFP®, of Baron Financial Group, recently attended the Disrupt|Advice 2017 two-day conference in New York City, “Navigating the Present & Future of Financial Advice.” The conference focused on the notion that “wealth management is changing rapidly, and those advisers that will succeed in the long run are those who embrace, prepare for and readily adapt to change.” Topics discussed at the conference included “the myriad forces that are disrupting the world of financial advice, from digital platforms and tools, pricing pressures, regulatory pressures, innovations in practice management…”, among other topics.
Victor attended the NAPFA (National Association of Personal Financial Advisors) Fall Conference via livestreaming. NAPFA is the country’s leading professional association of Fee-Only financial advisors. The educational conference held in Orlando, Florida, livestreamed programs on income tax and retirement planning, diversification in investments, healthcare reform, estate planning, and data security, among others.
James Suazo, an Associate Financial Planner with Baron Financial Group, attended a cybersecurity workshop presented by Charles Schwab. The workshop provided insights as to what steps we should be taking to strengthen our cybersecurity program, based on the National Institute of Standards and Technology (NIST) cybersecurity framework for improving critical infrastructure. Essential topics included:
- Establishing governance and roles
- Cybersecurity assessment and action plan
- Actions to be implemented
James also attended the FPANJ (Financial Planning Association of NJ) Fall Conference on November 1, 2017. The FPANJ discussed various topics including retirement planning, tax planning, investments, and client communication.
Economic and governmental policies are dynamic; attending industry conferences help us to remain current so that we may continue to provide a valuable service to our clients.
Please contact the Baron Team with any questions.