Please join us for an afternoon meeting at the Pro Shares Offices in Bethesda, followed by a well-deserved Happy Hour.
It'll be a casual get-together where we can relax, chat, and unwind after a productive day.
2:00 Mary Morris, CEO of Virginia 529 will discuss the 2024 changes in 529's and Roth Conversions
3:00 Michael DiJoseph, CFA with Vanguard will discuss Behavioral Coaching When your Clients Need it Most
4:00 Simeon Hyman, CFA with Pro Shares will discuss Q2 Earnings Update
5:00 Happy Hour