Ballentine Partners’ Executive Chairman and Founder, Roy Ballentine, CLU, ChFC, CFP®, was the featured speaker for a sold-out crowd at an FPA of Northern New England educational breakfast on April 20, 2017. He presented “Best Laid Plans…What Could Go Wrong”, a session on what planners can do to expand their thinking about how the financial plans they create will be used.
Roy is the Executive Chairman and Founder of the firm. Roy dedicates his time to thought leadership, strategic oversight of client engagements, and coaching and training our team members. Learn more about Roy Ballentine.