07/31/2026
Recently, members of our team—Scott McKechnie, Sarah Beggs, Kendra Zerr, and Irina Vetoshkina—traveled to Wisconsin to attend Northwestern Mutual’s Annual Meeting at the Home Office. During the event, they participated in sessions focused on financial planning, investments, insurance, and marketing, while also gaining valuable insights from the experiences of fellow professionals across the country.
Opportunities like these allow us to expand our expertise, stay current with industry developments, and adopt new technologies and strategies that help us better serve our clients.