LVW Advisors Private Wealth Advisor Jonathan Thomas, CFP®, was featured in Barron’s sharing his perspective on designing more meaningful, small-group client events. He discussed the value of blending financial education with an enjoyable activity and highlighted a recent example that paired a Medicare presentation with a golf chipping clinic. Jonathan also spoke about the practical considerations behind planning these gatherings, including securing internal approval to ensure events align with firm priorities.
67 Monroe Avenue, Pittsford, NY 14534 / 9am - 4pm M-F 
