Douglas P. Puchko, retirement income certified professional, life underwriter training council fellow and certification for long-term care; and Kayla M. Puchko Stephenson, retirement income certified professional, of Puchko Financial Associates Inc. in downtown Johnstown, have attended Circle of Wealth College in Orlando, Florida.
Circle of Wealth is a leading client communication system for financial professionals. The goal is to help clients avoid unnecessary wealth transfers and increase the efficiency of their cash flow.
The Annual Advisor Conference is a training course using the most effective communication tools in the industry, according to a press release.
