At the end of May, Graig traveled to Scottsdale, Arizona to attend the Broadridge Fi360 Solutions Annual Conference.  The Broadridge website states that this event brought together a “diverse group of experts on the major movements impacting the retirement and wealth industry” from advisory firms, asset managers, broker-dealers, recordkeepers, and banks.  We are proud to be a team of advisors and service staff who consistently pursue continuing education and developments in our field.