A few of us attended the first annual CollabX! Our firm’s top Retirement advisors came together in downtown Annapolis to share best practices, collaborate, and explore innovative strategies for serving plan sponsors and their employees. The event was filled with lively discussions and thoughtful insights, all aimed at strengthening the ways we support our clients. CollabX was a great reminder that when we come together as collaborators, we can create smarter solutions, better experiences, and stronger results for the clients and employees we serve. We left energized and ready to put these ideas into action!
