05/08/2025
It can be hard to be away from home with elementary school aged kids, but the past 3 days spent at the Raymond James Elevate conference were well worth it!
We learned about new ways to leverage Artificial Intelligence, updates to our financial planning tool, some ideas on how to help students get funding for their college education, portfolio management best practices from our home office friends and MUCH more. We even had time for a Rabadeau Wealth Group team dinner (just missing Eric!) to download each other on what we picked up.
We wrapped up the meeting by spending some time putting art kits together for the Boys and Girls Club of Central Florida!
Thankful to everyone who helped make this happen so we can better serve our clients each day.