FAs Weigh In: How Can Advisors Refresh Retirement Seminars?

November 28, 2022 by Emily Dattilo

FA-IQ reached out to advisors to ask: How can advisors think about retirement seminars differently, in an actionable way?

Jerry Davidse is the chief executive officer of Presilium Private Wealth, based in Radnor, Pennsylvania. He has been in the financial services industry 21 years, and manages $300 million in client assets.

We are creating a variety of short, topical videos at Presilium Private Wealth instead of the traditional wide-ranging, long-form retirement seminars,” Davidse said.

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Originally Posted at Financial Advisor IQ on November 23, 2022 by Emily Dattilo.