Our Top Ten Presentation

On Thursday, October 23, 2014, Retirement Planning Specialists hosted a light reception followed by a presentation aimed at helping our guests to better understand the process by providing a broader understanding of what happens behind the scenes at a Registered Investment Advisory Firm.

“Our Top Ten List… Things We Do and How We Do Them”, covered topics such as service & operations, portfolio creation and risk management, as well as cyber security and technology.

With more than 130 clients at the Williamson, the advisors were able to share some key information and discuss a number of frequently asked questions with those in attendance.