Back to All Events

Synergist LA | Financial Planning & Tax Savvy Investing Panel

  • Los Angeles / Virtual Attendance (map)

Join us for an engaging evening with The Synergist Network featuring a panel discussion with Mariner Wealth Advisors! Professional advisors Jennifer and Rachel will share their own experiences working with wealth advisors, discuss their personal approach to wealth management and investing, and provide an overview of key considerations for managing your own finances or working with an advisor. Learn the ins and outs of financial planning and how to invest in a tax savvy way, all while enjoying light refreshments.