Val­liant at­tends sym­po­sium in Chicago

Sunday Star - - D BUSINESS -

— Bruce J. Val­liant, reg­is­tered prin­ci­pal, re­cently at­tended an in­vi­ta­tion-only Top Ad­vi­sor Sym­po­sium, hosted by As­set Man­age­ment Ser­vices of Ray­mond James.

The an­nual con­fer­ence of­fers fi­nan­cial ad­vi­sors the op­por­tu­nity to par­tic­i­pate in ed­u­ca­tional ses­sions led by sub­ject-mat­ter ex­perts and in­dus­try lead­ers, and also pro­vides a fo­rum for net­work­ing and shar­ing best prac­tices with peers.

Val­liant, whose of­fice is lo­cated at 110 South Queen Street in Ch­ester­town, was in­vited to at­tend the sym­po­sium for demon­strat­ing an out­stand­ing com­mit­ment to client ser­vice over the past year.

“Our ses­sions ad­dressed a range of im­por­tant top­ics, in­clud­ing new op­por­tu­ni­ties, mar­ket in­sights, and eco­nomic fore­casts,” Val­liant said. “It was also ben­e­fi­cial to hear about new re­sources avail­able to help me serve clients.”

Af­ter re­turn­ing from Chicago, the site of the 2017 meet­ing, Val­liant plans to im­ple­ment ideas dis­cussed at the con­fer­ence.

“This was a valu­able ex­pe­ri­ence for me, and I look for­ward to shar­ing what I learned with clients and with pro­fes­sion­als through­out the com­mu­nity,” Val­liant said.

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