We offered a free dinner and educational evening to our clients and their guests at the beautiful Grouse Mountain Lodge in Whitefish. We answered client questions and identified key themes for the upcoming year over good food, drinks, and even a few laughs.
It was our pleasure to welcome our keynote speaker, Mr. Sam Snow of JPMorgan Asset Management! His extensive experience with one of the largest money managers in the world was extremely valuable to our clients, and we were honored to have him.
*JPMorgan is not affiliated with Harris Financial or LPL Financial