Description

Join us for Bartlett Wealth Management's 2024 virtual Strategy Update “A Grounded Perspective”. This annual event will feature an introduction by our CEO, Jim Hagerty, followed by a panel-style conversation moderated by President Holly Mazzocca, featuring:

•             Jason Katz, CPA, CFP®, CEPA® – Wealth Advisor, Principal

•             Justin Ellis, CFA, CFP® – Wealth Advisor

•             Jonathan Finkler – Head of Fixed Income Services