Laura Kuntz invited to Barron’s Top Independent Women Advisors Summit

Laurel Wealth Planning is honored to share that Laura Kuntz, CPA/PFS, MBT has been invited, for the second year, to the Barron’s Top Independent Women Advisors Summit, an invitation-only gathering. Laura says this about last year’s Summit: “When I attended last year, I was bowled over at the intelligence, success, and client-first attitude of the other attendees, who came from firms from around the nation.” The Summit’s educational focus is on financial and investment strategies and on the direction of the industry, with the goal that these insights will help us here at Laurel Wealth Planning to continually enhance our advice and service to our clients.

This trip, held in Washington, D.C., will also include some “play.” Laura indicates that her husband, Tom, son, John (age 20), and she will spend several days together seeing the sights. She adds, “It makes me smile to hear John’s excitement about the trip – he says, ‘DC is on my bucket list!’”

Laura will be away from the office from June 9th to June 15th. Our full team will be available to serve you during that time.

As always, please let us know your questions and thoughts.

Firm NewsLaura Kuntz