Join our upcoming conversation when Michael Evans speaks with Ari Levy, MD, MBA. There are many parallels between wealth management and WELLth management. Both require a custom plan that takes into account where you are and where you want to go.
You're Invited to Participate in All of Cogent's Learning Events
Throughout the year Cogent Strategic Wealth, regularly hosts events for all investors to learn about current financial events.
During these Cogent Strategic Wealth virtual events, you’ll hear from top financial industry experts on topics like Wealth Management, Financial Planning, Securing Your Dream Retirement, and the Mindset Needed to Achieve Your Financial Goals.
We’d love to see you at one of the upcoming Cogent Strategic Wealth events. Check the events below to see what’s coming up next.