Events

In April Rosemarie and Rob had the opportunity to attend a conference in Nashville. Both were presented with awards recognizing them as Woodbury Financial's top performing advisors in financial planning! To cap off the conference they enjoyed a unique experience - spending time in a recording studio with local artists! Congratulations Rosemarie and Rob!

Since 1943 March has been designated as ‘Red Cross Month’, a month to celebrate the mission of delivering humanitarian services to those in crisis. As a valued client at Symmetry Financial Partners, you are probably aware of our motto, "Celebrate Today, Secure Tomorrow."  While we aim to achieve this objective for our clients financially, we also realize that our motto applies to many other aspects of life. According to the American Red Cross, every 2 seconds someone in the U.S. needs blood. A single blood donation can save up to 3 lives! If you are able, will you pledge to give blood in the next 60 days to help us contribute to the Red Cross’s mission? Join us in celebrating today and helping to secure someone else’s tomorrow! Click the link below to view our campaign and pledge to give at a location near you!

In November Rosemarie and Rob participated in ConnectED, Advisor Group's annual premier educational and networking conference.  Here, they learned from keynote speakers, attended educational sessions and networked with other successful advisors.