Inside Scoop | AEGIS Financial Professional Development Day

April 22nd, 2019 | | AEGIScoop

AEGIS Financial Professional Development Day

The team at AEGIS Financial hosted their first Professional Development Day of 2019 on Wednesday, February 27th in Appleton. The team spent the first half of the day in meetings discussing company financials, automating the investment review workflow and the potential use of a client investment review agenda. As Noon rolled around, the team met up with another Raymond James office in Appleton for lunch. Afterwards the two offices headed to the Fox River Mall to attend a cooking class at Williams-Sonoma. We all had a wonderful afternoon making pasta from scratch. Even though it got a little messy, the pasta was delicious!

Our office will be closed Monday, June 10 for our 2nd Quarter Professional Development Day.


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