Joné Liuzza Elected to Board of Directors of Junior League of Richmond
ACG Advisory Services is pleased to announce their inclusion in the 2018 Financial Advisor Magazine Annual RIA Rankings.
Jimmy Pickert, CFA, attended the annual Morningstar Investment Conference.
ACG Introduces Client Portal for Private Wealth Clients
ACG congratulates Sandy on reaching this momentous milestone.
Joné Liuzza, ERPA, QPA, QKA, Director of TPA Services, attended Empower & Transform Captain’s Table Breakfast sponsored by the YWCA of Richmond on May 31.
ACG sponsored and attended the VSCPA 2018 Leader’s Summit, a free event the VSCPA offers exclusively to volunteers and other leaders of the CPA profession, May 10-11 at the Omni Richmond Hotel.
Sandy explains how rising interest rates and the “flattening of the yield curve” is adding uncertainty to an otherwise strong economy with low unemployment.
ACG’s Chief Actuary, David Kupstas, attended the 43rd annual Enrolled Actuaries Meeting April 8-11.
Six ACG team members attended CPR/AED training at Virginia Family Dentistry’s Short Pump location. Our thanks to Virginia Family Dentistry for sponsoring the training.