Jeff Cohen was asked to speak at Lincoln Financial Advisors 2018 Spring Forum. He presented on understanding and navigating family dynamics within the financial planning process.
Randy Siller was asked to speak at Lincoln Financial Advisors 2018 Spring Forum. He made two presentations. He presented on Trust and Estate Planning, specifically ways in which the new tax law affects planning strategies. Additionally, he presented on strategies for generating income in an investment portfolio in today’s low/rising interest rate environment.