Finance Day 2023 - Financial Planning

The Financial Planning Panel was moderated by Mark Gmach and featured - Kyra Adrian (Associate Advisor, Savant Wealth Management)- Bennett Wessley (Savant Wealth Management) - Mark Back (Chief Growth Officer, Annex Wealth Management)- Kevin Trecek (Annex Wealth Management) - Merissa Slowik (Associate Wealth Advisor, Johnson’s Wealth Management)- Sean Wayne (Founding Partner & Private Wealth Advisor, Sky’s Edge Wealth/Ameriprise) - Matt Miller CFP (Sky Edge Wealth Management) Finance Day 2023 was held on September 29th in Hyland Hall's Timmerman Auditorium. Learn More about the UW-Whitewater College of Business and Economics - www.uww.edu/cobe