By James J. Spinelli, ChFC®, AIF® on April 24, 2023September 15, 2024 Please join Great Valley Advisor Group COO James Spinelli, and CIO, Eric Parnell to discuss the latest developments and the further enhancements that are planned as we continue through 2023. Date Thursday May 4, 2023 Schedule 1-3pm – Lunch at Crossing Vineyards During lunch we will present and discuss the following topics: GVA Communications: A discussion on media and communications initiatives that are being developed to support the growth and visibility of your advisory practice. This includes written articles and video content, feature interview opportunities, media appearances, presentations, and special event support. GVA Asset Management: Economic and market update, as well as a detailed introduction to the new GVA Asset Management portfolio strategies. GVA Compliance & Next Steps: The latest on the Compliance front and a preview on what GVA is working to deliver next to its advisor network in 2023. 3-5pm – Wine Tasting at Crossing Vineyards Immediately following lunch we’ll move to the tasting room area where we’ll be guided through a wine and cheese pairing. Salute! RSVP Today @ sdolan@greatvalleyadvisors.com