Upcoming Travel

Matt Lynch and/or members of his consulting team will be present at the following conferences. Please reach out if you would like to meet in person and discuss your company’s potential interest in working with Strategy and Resources, LLC.

  • Pershing Insite Conference, Orlando – June 7 – 9
  • Morningstar Investing Conference, Chicago – June 13 – 15
  • In|Vest Conference, New York City – June 16 – 17
  • Wealth Management Awards, New York City – September 29
  • T3 Enterprise Conference, Las Vegas – November 2 – 4

Please check back periodically for other dates and cities.

Contact us (via our web form).

 

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