Kim Gaxiola, of Gaxiola Financial Group in Morgan Hill, recently participated in the Cambridge Retirement Plan Summit in Chicago, Ill. Kim was invited by her broker-dealer, Cambridge Investment Research, Inc., to attend this event focused on helping rep-advisors build their retirement plan practice. Nearly 50 rep-advisors from across the country gathered together to share best practice ideas with their peers, gain insight from industry experts and engage with sponsors. This event is just one example of Cambridge’s dedication to helping advisors learn and grow by providing opportunities for financial professionals to continually enhance their knowledge in the retirement industry in order to provide disclosure and education to their existing clients and help acquire new business.
Kim Gaxiola attends summit in Chicago
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