Event Details

December Practice Enhancement Session

Join us this December as we learn about Currence, an innovative financial management platform designed to empower both advisors and their clients by simplifying the savings process. By automating savings and enhancing cash flow management, Currence enables users to increase their savings rates effectively. This platform stands out for its ability to facilitate impactful conversations between financial professionals and their clients, ultimately fostering stronger relationships. With Currence, advisors can streamline their onboarding processes and enhance their service offerings, making it a valuable tool for those looking to elevate their practice and better meet the financial needs of their clients and families.


Vince D'Addona, member of LAN and partner of Currence, will tell us about the Currence Charter Program, only available until the end of the year.


Join the Zoom Meeting

https://zoom.us/j/95277610714?pwd=vNAbWapzQPAj6RTo0VT9MG4BLD1J2U.1​


Meeting ID: 952 7761 0714

Passcode: 074938


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Meeting ID: 952 7761 0714

Passcode: 074938


Find your local number: https://zoom.us/u/aIyzbFcRd​

Speakers

  • Vincent D'Addona (Founder of Valent Wealth LLC)

    Vincent D'Addona

    Founder of Valent Wealth LLC

    LAN member Vincent M. D’Addona, MSFS, CLU®, ChFC®, CExP®, RICP®, CEPA®, AEP® (Distinguished), is a founding member of Valent Wealth, LLC, an independent full-service wealth management and financial planning firm. Valent Wealth seeks ways to blend education, powerful communication, and wisdom to guide clients to eliminate threats, fulfill obligations, and capitalize on opportunities in their lives.

    Vince has 44 years of experience providing services in four core areas: Estate Planning, Exit Planning for the owners of closely held businesses, Distribution Planning for those at or near retirement, and Investment Coaching. He was inducted into the NAEPC Estate Planning Hall of Fame® in 2017.

    As one of the industry’s most highly regarded speaker/trainer/development coaches, Vincent is often known as the experts’ expert. He has helped hundreds of clients move closer to their full financial potential and has helped do the same for countless other financial professionals.

    Vince earned his B.A. in Biochemistry from Cornell University and his M.S. in Financial Services from The American College.

    Primarily based in Las Vegas and New York, you may reach Vince at Vince.DAddona@ValentWealth.com or (240) 982-6005 Talk and Text.

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