Community Newsletter: April Updates
April was an exciting month at CFG! Our advisors and staff were busy attending industry events, celebrating milestones, and continuing their commitment to growth and learning. From inspiring conferences to team-building activities, take a look at what we’ve been up to and how our ongoing efforts are shaping the future of our firm.
ORLANDO, FL
While our recruiting and marketing teams were in Orlando for MassMutual’s leadership conferences, they gained fresh insights, shared best practices, and strengthened connections. Highlights included team members speaking on advisor growth and innovation – showing how CFG continues to lead from every angle
BOSTON, MA
We had a strong female presence at the Invest In Women Conference – the industry’s largest event dedicated to empowering women in financial services. One of our top advisors, Kerri Melley, took the stage to share how women bring unique strengths to this profession and why their voices are essential to the future of financial planning.
BURLINGTON, VT
Our advisors embrace philanthropy not just as a value, but as a personal mission – channeling their passions into meaningful impact across their communities. Read our advisor, Anastasia Surmava’s, latest success story.