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ConnectED 2023

Recently, Rob had the pleasure of participating in ConnectED, Osaic's annual premier educational and networking conference.  Rob spent his time in Arizona this year attending focused, educational sessions and networking with other advisors. To conclude his time at ConnectED he had the opportunity to hike Echo Canyon on Camelback Mountain!

First Fruits Farm - Fall Harvest

Our team hosted a volunteer event at First Fruits Farm this October to assist with their Fall Harvest.  First Fruits Farm is a nonprofit that grows and harvests its own crops and distributes them to organizations and individuals in need throughout Maryland and the Mid-Atlantic region.  Our volunteer group was tasked with picking tomatoes which were grown in large greenhouses, and then bagging potatoes for distribution. We were thrilled to see the impact we could make in such a short time volunteering and hope to host another volunteer event soon!

Women's Seminar

In September we had the pleasure of hosting the Women, Money, and Power® Financial Strategies Seminar with Aimee Johnson from Allianz.  Together, we held a discussion on the importance of women taking an active role in the financial planning for their households and, how having a financial strategy in place can protect their family and assets.

Zenith 2023

Please join us in congratulating Rosemarie Cohen on another year as a top producer at Woodbury Financial! Rosie and her husband, Andy, were invited to Ojai, California, to celebrate her achievement as a top producer in 2022. Highlights of the trip included unique craft projects at an artist cottage, a jeep tour of Ojai Valley ending at a local winery and connecting with other top producers at Woodbury!

Capstone Top Producer Conference

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!

Virtual Blood Drive

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 to help us contribute to the Red Cross’s mission? Join us in celebrating today and helping to secure someone else’s tomorrow! 

Symmetry Holiday Party

In December we gathered to celebrate the spirit of the holidays as a team!  We had dinner at Ranazul, a local tapas restaurant with a sleek lounge vibe.  We enjoyed reminiscing with each other about 2022 and are looking forward to a prosperous 2023 with our clients!

ConnectEd 2022

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. 

Client Appreciation Reception

In September we had the pleasure of hosting a client appreciation event at Windridge Vineyards.  Delectable wine and hors d'oeuvre pairings were hand selected and enjoyed by all.  We had an amazing time fostering our relationships and connecting on a more personal level with each of our guests.  The night concluded with a picturesque sunset over the vineyard - we couldn't have asked for a better way to spend the evening!

Zenith Recognition Event

August was a month of celebration for Rosemarie and Rob, who were both top producers at Woodbury in 2021!  They were invited to the iconic Fairmont Le Chateau Frontenac, in Quebec Canada, to be recognized for their achievements.  Rob, Rosie, and her husband Andy spent their time exploring the city, mingling with their peers and sharing best practices to bring home to the team!