Description

GWM Attended and Spoke at Cetera Advisors' Connect2Peers 2025 Conference
Stacey Blodgett CFP(R), Regina Kozsan CFP(R), Paulson Edum, Christopher Gelinas and Christina White attended Cetera Advisors' Connect2Peers 2025 Conference in Orlando, Florida from July 21st thru the 24th. The conference offers attendees the opportunity to interact with industry peers and expand their knowledge base.
As a feature of the event, Stacey and Regina were panelists in a presentation which addressed managing a growing firm and employing the latest techniques to enhancing the client experience.
Pictured above, sitting from left to right: Cetera Sr. Consultant Chris Ciocca (CIMA), Stacey Blodgett, Regina Kozsan, and Trevor Skipper (Fortress Wealth Management).
Throughout the event, our team was exposed to the latest tools, technologies, and tactics in developing "best practices" for financial planning, wealth management, retirement planning, college planning, insurance strategies, and more!
At Globe Wealth we are in constant pursuit of excellence… to better serve our clients, and to help improve our golf swing!

Date and Time
July 21 - July 24, 2025
10:00a - 10:00a PST