Events
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!
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 Recognition Event
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!
Women's Seminar
Please join Rosemarie Cohen of Symmetry Financial Partners and Aimee Johnson of Allianz Life Financial Services, LLC, as they bring to you The Women, Money, and Power® Financial Strategies seminar.
*Allianz Life Insurance Company of North America and Allianz Life Financial Services, LLC are affiliated companies and are not affiliated with Rosemarie Cohen of Symmetry Financial Partners.
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 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!
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.