Professional Advisor Charitable Education Series: Deepening Relationships Outside the Numbers
Join us for Deepening Relationships Outside the Numbers, an advisor-focused session featuring Brittney Diercks, Senior Vice President of Banking Services at Fidelity Bank & Trust. As wealth moves between generations, professional advisors have an important opportunity to better understand the values, experiences, and family dynamics shaping their clients’ decisions. Brittney will explore how generational wealth, […]