Continuing Education and Excellence
At The Shobe Financial Group we are always looking for opportunities to enhance our knowledge so that we may better serve and engage with our clients. This past quarter brought many possibilities in both Denver and New York City.
Corey Luckett represented the Baton Rouge chapter of the Financial Planning Association at a conference in Colorado. He gained insights on better organizing the local chapter, and he connected with fellow Financial Planners.
Jason Windham traveled to NYC to attend an exclusive investment forum that was hosted by BlackRock. In this intimate setting, Jason was able to discuss investment challenges and opportunities among peers with BlackRock and iShares’ top investment minds including Rob Kapito, President and Founding Partner. The goal of this meeting was to capture ideas and resources to complement our investment management strategies.
Congratulations to our Operations Administrator, Jeanne Takyi, and her husband Mawuena on the birth of their beautiful baby girl, Vivienne, in November.
A Special Thank You
We are thankful for the opportunity to work with you to help you pursue your goals. If you feel that we could assist others in your life to pursue their goals, we would value the opportunity to meet them. There is no greater compliment than a referral!
Posted January 9, 2015 in Happenings at Shobe