This Month In Banking

Wealth Management – Opportunities and Challenges in 2022

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Wealth Management – Opportunities and Challenges in 2022 Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.         Jeff Marsico, President, The Kafafian Group, Inc.        Andrew Rietz, Vice President, The Kafafian Group, Inc. Guest - Valerie O. Murray, CFP, President, Beacon Trust