With tax season over, most of our advisors headed off to various conferences.  Joe Henderson attended a small JP Morgan conference in Chicago that featured a number of high profile speakers including Tony Blair, James Carville and economist Austan Goolsbee.

Todd Perry headed to Boston to hear from several portfolio managers and strategists at Fidelity including Will Danoff, manager of the Fidelity Contrafund and New Insights funds.


Jack McCloskey was off to Phoenix for the NAPFA national conference where Frank Moore handled the opening and closing of the conference, gave out awards to some of the top planners in the country, and introduced top execs from Schwab, Fidelity, and TD Ameritrade, in his role as Chair of NAPFA.