Wednesday, May 3, 2023
12-2:00 pm | Aspen Restaurant, Old Saybrook (Special Location!)
Plated Lunch Included | Members: Free | Non-Member Fee: $45
2023 Annual Meeting and Annual Economic Update
Presented by Brian D. Ream, CFP® and Maggie Piccirillo, CliftonLarsonAllen Wealth Advisors, LLC
Network with your colleagues and learn a bit too, all while enjoying a delicious lunch at this upcoming in-person ETPCEC meeting!
About the Speakers
Brian D. Ream, CFP®, Managing Principal, CliftonLarsonAllen Wealth Advisors, LLC
Brian is a Managing Principal with CLA Wealth Advisors, LLC. While managing the Wealth Advisory practice for the East Coast, Brian focuses on building relationships centered on mutual trust, clear expectations and needs based solutions with his colleagues and his clients. Brian has been working with high net worth clients and their families for 30 years. His areas of expertise include Financial and Retirement Planning; Risk and Investments; Business Succession; Trusts; and Estate Planning.
Maggie Piccirillo, CFP®, Senior Wealth Advisor, CliftonLarsonAllen Wealth Advisors, LLC
Maggie is a Senior Wealth Advisor at CLA. She works closely with her clients to understand their personal goals and aspirations and provides strategic financial planning services and investment portfolio strategy for individuals, families, and their businesses. Maggie brings nearly 15 years of experience in wealth management with a specific focus on comprehensive financial planning. She has a passion and energy when it comes to building out and implementing financial plans with her clients that is unrivaled.
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