News and Events
Financial Resources Group Sponsors Sip and Support
Jenny Franchi, Senior Marketing Account Manager November 1, 2023
Financial Resources Group sponsored a “Sip and Support” fundraising event on October 26th at Charlotte City Club to benefit Communities In Schools of Charlotte-Mecklenburg, Inc. as part of their commitment to serve our …
Rock the Street Wall Street
Jenny Franchi, Senior Marketing Account Manager October 5, 2023
Financial Resources Group rolled out Rock the Street, Wall Street at Fort Mill High School late September. Designed to spark the interest of high school girls into financial literacy and …
FRG Engaged!
Jenny Franchi, Senior Marketing Account Manager September 29, 2023
Financial Resources Group wrapped up their invitation-only practice management training series with an in-person capstone event held at LPL Financial’s headquarters in Fort Mill, September 20-22. FRG Engaged was designed to …
Attending Focus 2023
Jenny Franchi, Senior Marketing Account Manager August 17, 2023
Focus 2023, LPL Financial’s flagship conference, was held August 4-7 at the San Diego Convention Center in San Diego, California. Over 10,000 attendees, including 8,500+ advisors convened for this premier …
FRGIS Featured in Kehrer Group’s 2023 Annual Industry Checkup
Jenny Franchi, Senior Marketing Account Manager May 23, 2023
Financial Resources Group is proud to sponsor Kehrer Group’s 2023 Annual Industry Checkup, which provides annual long-term trends in the number and nature of banks and credit unions selling investments, …
