Looking Forward to 2025
Happy New Year! As we welcome 2025, we wanted to take a moment to reflect on the past year and share our gratitude for the trust you place in us as we help guide your financial journey.
2024 was a year of growth and learning for our team. We are committed to continually improving our knowledge and skills to serve you better, and this past year provided several opportunities for us to do just that:
- Integrated Financial Group’s Annual Retreat in Atlanta: Most of our team came together for our consortium’s retreat to connect with peers and deepen our understanding of evolving industry trends. The sessions were both inspiring and practical, equipping us with strategies to better meet your needs. Nick and Chris were fortunate to be given the opportunity to host the three-day conference out of over 100 advisors.
- Webinars with Strategic Partners: Our team was proud to present webinars to you with some of our strategic partners, including an estate planning session Q&A as well as promoting a session on Medicare and how you can be better prepared. We pride ourselves on sharing important industry-specific content each month and also aim to keep you updated with our team through life updates and adventures.
- LPL’s Masters Conference: Kim and Hank attended this prestigious event, where the top-performing LPL independent advisors are recognized for their exceptional accomplishments.
- LPL Focus in San Diego: In August, Nick, Chris, and Matt had the privilege of attending this premier industry event. It provided invaluable insights into best practices and innovative tools to enhance the service we provide to you.
- Achieve Conference in Washington, DC: Kim participated in this inspiring event alongside other female financial advisors, with a focus on leadership and growth in the financial advisory field. The conference provided valuable insights and innovative strategies to bring back to the firm. Additionally, it included the unique opportunity to engage with legislators who shape policies impacting our industry and clients.
Beyond these events, our firm was ecstatic to be able to continue supporting our team members in their personal and professional goals. Matt continued to work in pursuit of his CFP designation, passing two courses over the past year. He is grateful for FSG’s support in his journey to grow his education in this industry. Additionally, Matt, Nick, Chris, Kim, and Hank each participate in their own mastermind study groups with peer advisors, which help them learn and grow every month.
Collectively, our team was fortunate enough to experience many adventures and travel experiences! From Brazil to Italy, England, Scotland, France, Las Vegas, Park City, and cruises to the Caribbean, it was a year of seeing beautiful new places — something we hope to continue experiencing in 2025!
We’re proud of the progress we’ve made as a team, as individuals, and as a firm. Whether through technology enhancements, streamlining processes, or simply finding new ways to connect with you and keep you informed, our goal is always to make your experience with us as seamless and fulfilling as possible.
As we look ahead to 2025, we’re excited about the opportunities to continue building on the strong foundation we’ve established with you. Your feedback and trust are at the heart of everything we do, and we’re here to support you every step of the way.
Thank you for allowing us to be a part of your lives. Here’s to a year filled with health, happiness, and success for you and your loved ones.
Team FSG