Matt recently attended a learning event in Boston, sponsored by LifeTime Asset Management’s broker/dealer, Commonwealth. He was asked to attend the event as a part of a small group of firm leaders, each recognized for their dedication to client service and new technology.
The event’s seminars and workshops were tailored to the selected firms, ranging from topics to investment updates, practice management, and client service.
LifeTime is committed to continuing education and growth that support our mission of helping clients find financial peace of mind.