Proudly supported by
Speakers
Marguerita Cheng, CFP
Chief Executive Officer, Blue Ocean Global Wealth
John Jonassen, FALU, FLMI, ACS
SVP, Chief Underwriter, Security Mutual
Steven Greenapple, Esq.
Attorney, SES ESOP Strategies
Tommy Smoot
Head of Inforce Engagement, Individual Markets Guardian Life Insurance Company
Victor Ngai, JD, CLU, ChFC, RICP
Vice President – Advanced Marketing
Hosted by
NYC Chapter of SFSP
FSP's mission is to deliver the highest level of ethical service to their clients.
