Partners

Visit our partners’ pages below by clicking on their logo to learn more about what they have to offer. You might find a new product, service, or technology that you may not be familiar with that could solve problems you face at your company or firm.

All participants who attend this program will receive the following webinar at no cost, courtesy of Wealthcare Management Services.

Ensuring Financial Wellness: The Role of Estate Plans, Wills & Insurance
Achieving a client’s financial well-being goals requires a varied and personalized approach though a combination of tools can serve to fortify anyone’s financial future. We discuss the critical trifecta of estate planning, wills and insurance on mitigating risks and protecting assets.
David Petoskey, RFC, AIF – President, Wealthcare Management Services, Bloomfield Hills
Richard Austin, JD, LLM, CIMA, CEPA – Executive Director, Integrated Financial Partners, Fairfax, VA
Peter Kaplan – Senior Vice President, Integrated Financial Partners, Waltham, MA

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