Professional Perspective-Series #2: Financial Advisor & Planning Perspective
Date: Thursday, December 10, 2026
Time: 7:30am - 9:00am
Location: St. Petersburg Yacht Club
Speaker: Panel Presentation
Join us for a professional perspective from the experts!
Financial Advisor tips for the practice: How advisors approach planning and what they wished other professionals knew about financial planning in practice.
Panel Speakers: Kent Kilgroe with Cyndeo Wealth (as moderator), Rick Simonetti from Fidelis Capital, Michael Mechler, CFP with Hancock Whitney and Lucas DeVicente from Florida Trust.
Thank you to our sponsor!
