Green Wealth Management Group held their 4th Annual Business Meeting and Employee Retreat at Mohegan Sun

Another annual Green Wealth Team retreat is in the books! Our team headed to Mohegan Sun for a day of working on the business. This marks our 4th annual team retreat, where we develop strategy for process, service, technology and investment platforms. After a full day of collaborating, we enjoyed dinner and games at the casino. A warm shout-out to our strategic partners, First Trust, BlackRock, Invesco, Charles Schwab, and Sanctuary Wealth.