.png?width=1920&name=Hero%20(3).png "Hero (3)")
A New Path: An Evening With Our Enhanced Team
An exploration of key financial planning and investment subjects.
When: Wednesday, October 9, 5-8 PM
Where: Clark Hall at Kinsmen Brewing, 409 Canal Street, Milldale, CT, 06467
Join us for an evening of in-depth panel discussions designed to cover core financial topics. Led by Ty Bongiovanni, SVP, Managing Partner at Nesso Group, our team will discuss how the partnership and synergies between Nesso Group, NewEdge Wealth, and NewEdge Advisors leverage a breadth of experience and skillsets to optimize planning in the current environment and going forward. We’ll also explore the future state of financial and wealth planning and the impact of the economy.
RSVP to Reserve Your Spot Today!
Complete the form below to confirm your attendance at “A NEW path: An Evening with Our Enhanced Team.”
Wealth Planning & Meaningful Relationships
Fulfillment and security extend beyond financial wealth. This discussion will cover the role of trust and understanding in creating a long-term plan that aligns your priorities with your finances to support your future.
Panelists* include:
- Matt Glatt, CEO, Nesso Group
- Rob Sechan, CEO, Managing Partner, NewEdge Wealth
- Johnny Straus, Jr., CFP®, NewEdge Wealth, Partner, Co-Founder
Investment Philosophy & Economic Outlook
The market may be fluid, but our goal is to maintain the tenets of holistic financial planning and disciplined investment strategies regardless of the financial environment. We’ll offer a perspective on optimizing investments based on a short- and long-term economic outlook.
- Kevin Christopher, JD, ABFP, Founding Partner & Wealth Advisor, Nesso Group
- Rick Hollmann, CFA®, Managing Director, Head of Advisory Solutions, NewEdge Wealth
- Jay Peters, CFA®, Principal, Portfolio Strategy, NewEdge Wealth
- Cameron Dawson, CFA®, Chief Investment Officer, NewEdge Wealth
- Austin Stockfisch, Senior Vice-President, Fixed-Income Client Portfolio Manager, First Trust Portfolios
