Jane & Sam attend Pershing Conference in Orlando, Florida
Written on June 20, 2018
JANE CAIN OGRIZOVICH CFP®, MBA

Jane & Sam attend Pershing Conference in Orlando, Florida


Sam and I recently attended the annual INSITE Pershing conference held in Orlando, Florida.  In it’s three days, the meeting offered both general and smaller breakout sessions with timely topics. Those topics, among others, included investments, taxes, digital solutions, estate planning, and cybersecurity.  The general sessions covered a variety of issues with spirited and interesting speakers; financial, governmental, innovation and future expectations, and some humor.  We looked forward to coming home to share the meeting contents with everyone in the office.


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