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IFG Retreat Highlights 2022

Integrated Financial Group (IFG), a consortium of independent financial planners dedicated to leading the fiduciary standard for the investment and wealth management industry, recently held their 2022 Retreat for their advisor “brain trust” members, staff, and sponsors. The in-person event, which ran Thursday, January 20 through Saturday, January 22, was held at The Hotel at Avalon in Atlanta. The event was marked by several influential presentations.

In addition to the presentations, IFG advisors networked with their peers and shared the tangible, actionable steps that they have taken to grow their business or grow their team, as well as the different software, technologies, services, strategies, and methodologies they’re using. These concepts were shared not only from the stage but in breakout sessions and in between sessions throughout the Retreat.

Rebekah J. Fero, CFP®, AIF® headshot.

About the Author

Rebekah J. Fero, CFP®, AIF®

Rebekah J. Fero, CFP®, AIF®, is the founder of Fero Financial and a fiduciary financial planner with over 35 years of experience. She believes the best financial planning begins with listening because every person's story is different. By taking time to understand what matters most to each client, Rebekah helps people make thoughtful financial decisions that reflect the life they want to create. She believes financial planning is about more than preparing for the future. It is about helping people live with greater intention today while building a plan that evolves alongside their values and the seasons of life.

Work With Certified Professionals

Rebekah J. Fero, CFP®, AIF®
Jeffrey J. Fero, II, CFP®

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