Financial Planning, Financial Education, Taxes, Social Security, Retirement, Retirement Planning, Women's Finances, Healthcare costs, Career Goals, Investing, Women, Financial Legacy Ellen Morse Financial Planning, Financial Education, Taxes, Social Security, Retirement, Retirement Planning, Women's Finances, Healthcare costs, Career Goals, Investing, Women, Financial Legacy Ellen Morse

How the 2025 Certified Board Connections Conference Inspired Me to Keep Raising the Bar for My Clients

As a financial advisor, one of my favorite things is getting to step out of my day-to-day routine and dive headfirst into new learning experiences—especially those that help me serve my clients even better. That’s exactly what happened at the Certified Board Connections Conference 2025. I left the event more energized than ever to keep researching, learning, and implementing the best practices and investments I can find.

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