PGA Presentation

July 18th, 2017 by B&C Financial Advisors

This past May, B&C Financial Advisors had the opportunity to speak with PGA professionals from the Northern Chapter of the North Florida Section. B&C CEO Allan Cohen, Wealth Manager Thomas Ellis and Investment Manager Adam Oerther spoke to 35 local golf professionals about the importance of “Choosing Your Financial Caddy.” After covering the basics of financial planning and what to look for in a financial advisor, Allan led a lively Q&A with the chapter members.

The Northern Chapter PGA members said that the seminar was incredibly educational and offered information that was helpful in both understanding their finances and making future financial decisions. If you have any questions concerning your financial plan, feel free to email us at info@bandcfinancial.com or call us toll-free at (800) 893-2324.