Three O & G Financial
Consulting Financial Advisors attend Cetera Financial
Group’s Inaugural Connect18 National Advisor Conference
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[September 30, 2018]
Bruce Otto, Ken Eckhardt and Jed Otto, Financial Advisors of O & G
Financial, recently attended Cetera Financial Group’s (“Cetera”)
Connect18 national conference, the first-ever gathering of advisors and
home office executives from across its network member firms, nationwide.
The event, which took place August 22 – 25 at the Henry B. González
Convention Center in San Antonio, was created by advisors, for advisors.
Designed in partnership with representatives from each of Cetera’s
member firms, Connect18 saw 3,500 advisors, home office employees and
product sponsors participate in a unique and enlightening slate of
networking and learning opportunities all focused on transforming the
advisor and client experience to create sustainable competitive
advantages. The event included more than 200 breakout sessions,
providing ample opportunity for attendees to hear from a wide range of
business and political thought leaders, and to meet with professionals
from both their own firms and others in the Cetera network.
Connect18’s keynote speakers included: Karl Rove, former Deputy Chief of
Staff and Senior Adviser to President George W. Bush; Barbara Boxer,
former U.S. Senator for California; Tim Sanders, former Chief Solutions
Officer at Yahoo; Marci Rossell, former Chief Economist for CNBC and
Co-Host of Squawk Box; Dewitt Jones, National Geographic photographer
and Oscar-nominated director; and Rick Rigsby, an award-winning author
and motivational speaker.
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Connect18 placed a central focus on charitable involvement, as well. As part of
the event, Cetera’s philanthropic wing, Caring Cetera, highlighted Soldiers’
Angels, a non-profit that provides aid to deployed troops, veterans, the wounded
and military families.
Attendees supported the San Antonio-based national organization by writing
letters to troops, donating personal items for care packages and making
financial contributions.
Cetera Financial Group pledged to match donations raised by Connect18 attendees,
Cetera-affiliated advisors and home office staff to Soldiers’ Angels up to
$100,000, resulting in a total donation of $207,000.
Robert “RJ” Moore, Chief Executive Officer of Cetera Financial Group, said,
“Connect18 served as an unprecedented opportunity to rally all of our advisors,
home office team members and partners around a single big idea: the
Advice-Centric Experience™, our dynamic vision for the future of our profession
that will empower a fresh approach to serving clients by delivering the best
independent financial advice.”
To conclude a successful weekend of networking and learning, Bruce Otto was
awarded the Presidential Council and Kenneth Eckhardt the Leaders Council
designations .
O & G Financial Consulting has been fulfilling the financial needs of
individuals and businesses in the Central Illinois Region with Cetera Financial
Specialists since 1991, presently having over $160,000,000 client assets under
management.
[Sue Miller] |