Video | Tom Burmeister moderates financial planning roundtable hosted by JConnelly

July 9, 2020 by Kelton Corcoran

JConnelly financial planning press roundtable

about the author:

Kelton Corcoran

Content marketing specialist

Kelton Corcoran is a content marketing specialist at Advicent, the financial planning technology provider of choice for nearly 100,000 financial professionals.

Advicent vice president of financial planning Tom Burmeister recently moderated a financial planning-focused press roundtable hosted by public relations agency JConnelly. In the session, titled “The Shifting Paradigm of Financial Planning,” Tom facilitates a discussion with financial advisors and industry experts Bryan Kirk of Fiduciary Trust International, Stuart Riemer of Treasury Partners at HighTower, and Ken Van Leeuwen of Van Leeuwen & Company.

Topics discussed include the various types of financial situations faced by clients as a result of the pandemic, ways to approach market volatility with investors, the FinTech strategies firms can adopt to better serve their clients, and more.

Watch the full roundtable discussion below:



Disclosures

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

The economic forecasts set forth in this material may not develop as predicted. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Van Leeuwen & Company, a registered investment advisor and separate entity.

The opinions expressed are not intended as individual investment, tax or estate planning advice or as a recommendation of any particular security, strategy or investment product. Please consult your personal advisor to determine whether this information may be appropriate for you. This information is provided solely for insight into our general management philosophy and process.

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