On August 20-21, financial professionals from the Akron and Pittsburgh offices of 1847Financial came together for a Firm Symposium hosted by Managing Principal Mike Sarver. The two-day event was held in Pittsburgh, PA.

The agenda focused on education, recognition and collaboration. Presentations included:

• LEAP training with Ben Rovee and product and event updates from David Weisner
• Product sales ideas with life and annuities from Steve Schaack and Jordon Scott
• Marketing ideas that work from Amy Provezis and Rich Galzarano
• Practice development and advisor legacy with Tina Spenzos and Anthony Whitbeck
• A financial professional panel moderated by Rich Galzarano
• Partner sessions with American Funds and AssetMark

Heather Nagengast, President of 1847Financial, and Niki Muller, Vice President, closed the first day by sharing strategy updates and their vision for the strong future ahead.

The location brought extra excitement when daytime fireworks followed a Pittsburgh Pirates win across the street at PNC Park!

The Firm Symposium reinforced the importance of education, recognition and teamwork in building stronger practices for financial professionals and the clients they serve.

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