By James J. Spinelli, ChFC®, AIF® on March 3, 2023September 15, 2024 …and better than ever! We’re coming together at the historic and luxurious Union Station hotel in Nashville, Tennessee on September 24th to the 26th, 2023 for our annual compliance conference. We can’t wait to see you in person! Pre-registration for this event is now open via the form below and more details will be shared in the coming weeks! What to Expect Complimentary hotel reservations for TWO NIGHTS at Union Station for qualifying IARs of Great Valley Advisor Group*; A strong itinerary with industry leaders and networking opportunities; Deep roundtable discussion will explore, but not be limited to, topics surrounding the high-net-worth marketplace, practice management, positioning strategies, tools for efficiency, M&A experiences, and more. *Eligible Advisors only Questions? Concerns? Contact: operations@greatvalleyadvisors.com James J. Spinelli, ChFC®, AIF® Co-Founder & CEO James Spinelli co-founded Great Valley Advisor Group with a singular focus: to create a robust platform for advisors aspiring to become business owners. James holds a B.S. in Information Systems with a Minor in Information Technology, and an M.S. in Information Science (MSIS) from Penn State University. He furthered his education with an M.S. in Finance (MSF) from the Indiana University Kelley School of Business. During his time at Penn State, he was also a member of the Penn State Nittany Lions Varsity baseball team. See Full Bio