Cool serves on panel at na­tional con­fer­ence

Maryland Independent - - Business -

Wal­dorf fi­nan­cial plan­ner Joyce Cool re­cently served on a panel at The In­vest­ment Cen­ter’s Na­tional Ed­u­ca­tion Con­fer­ence in Bos­ton. The ses­sion, “Ad­vi­sor Panel: Best Prac­tices Fo­rum,” was held on the main stage of the con­fer­ence with over 100 peo­ple in at­ten­dance.

The pan­elists spent an hour of­fer­ing tips and ad­vice to an au­di­ence of their peers, in­clud­ing how to build client re­la­tion­ships and strate­gies to grow their prac­tices, ac­cord­ing to a press re­lease.

“We have only been af­fil­i­ated with The In­vest­ment Cen­ter for a lit­tle over a year,” Cool said in the press re­lease. “I was thrilled to be asked to serve on a main stage panel at the NEC and happy to give back to a group that has been so help­ful to us.”

The In­vest­ment Cen­ter holds its Na­tional Ed­u­ca­tion Con­fer­ence an­nu­ally.

Cool and her part­ner, Robert Ramos, are per­sonal fi­nan­cial plan­ners and co-founders of Wealth Man­age­ment Part­ners in Wal­dorf.

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