On Wednesday, August 12th, Connolly Gallagher associate, Trisha W. Hall, was a panelist at the Summer School hosted by the Society of Financial Services Professionals – Greater Philadelphia Chapter. Trisha and her fellow panelists, a CPA and a CFP, discussed collaborating with other advisors when planning for clients. The Summer School focused on techniques to improve the business of advising clients and was held at Widener University.
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