Regional Meeting – Baltimore

Financial Resources Group Hosts Second Regional Event of 2024 in Baltimore

Financial Resources Group hosted its second Regional Meeting for 2024 in Baltimore, MD, last week. The 2-day conference brought together financial advisors from banks, credit unions, and independent practices, creating an opportunity to hear from motivating and engaging speakers, network, and share ideas.

Soon after the event, the team heard great remarks and feedback, including this from Jaret Mutter, President / Wealth Management Advisor at Valley Wealth Group. “I have been to a lot of these meetings over the years and I think this was one of the better ones. Content was great and I felt like all of the speakers did a fantastic job!  Good group of folks and to top it off we all had a great time Tuesday night.”

Also on the agenda was an evening of socializing and watching a game of baseball at stunning Oriole Park at Camden Yards as the Baltimore Orioles took on the Atlanta Braves with a 4-2 win.

Chris Thompson, Director of Business Consulting, Cindy Nagel, CFP®, Director of Business Consulting and Strategy, and Gloria DuBose, MBA, Practice Management Consultant, joined in hosting and speaking on various topics, including legacy planning, newly added features to our Advisor Resource library, and lead generation campaigns. In addition, Jennifer Hallmark joined the team in participating in sessions and presented on marketing and social media best practices.

Steve Lank, President of Financial Resources Group, also attended and said, “It was an energizing and engaging couple of days, with fantastic speakers, a great flow of idea sharing, and connecting.” Mark Stieve, Managing Director of Business Development and Consulting, agreed, adding, “It’s always great have our partners together in one room, building deeper connections and learning from each other and our motivating and enlightening speakers.”

Special thank you to our sponsors: Advisors Capital Management, Capital Group, Delaware Life Insurance Company, A Group 1001 Company, Eagle Life Insurance Company, Symetra, Allianz, Security Benefit, and White Glove.

If you haven’t already, please contact your dedicated Business Consultant to learn about our upcoming regional events and plan to attend one coming to a city near you!

Enjoy this slideshow with highlights from the event!

Picture of Jennifer Hallmark, Director of Marketing

Jennifer Hallmark, Director of Marketing

"It was an energizing and engaging couple of days, with fantastic speakers, a great flow of idea sharing, and connecting.” -Steve Lank, President of Financial Resources Group

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