Speaking Engagement
02.09.2021

On Tuesday, February 9, 2021, Joelle Simms and Taylor Bandy will present at the Southeastern Women in Financial Services (SWIFS) Winter Lunch & Learn.  Joelle and Taylor will discuss senior investors and vulnerable clients, and how to prevent and report financial exploitation.

The event will take place virtually, from 12:30 - 2:00 pm.

Jump to Page

By using this site, you agree to our updated Privacy Policy and our Terms of Use.