GSPFM – Situation Room With Sanctuary

Introduction and Background: – A continuation of the tradition to provide valuable information for the audience. – Introduction of special guests discussing the independent space and supported independent space. – Introduction of CEO Roger Gershman from the Gershman Group.   Role and Services of the Gershman Group: – Serve as advocates for financial advisors. –…

United Capital Legal Session

The meeting discusses a forum organized by the Gershman Group for United Capital Advisors in light of the recent acquisition of Goldman Sachs PFM by Creative Planning. Submitted by ChatGPT.  1. Introduction and Purpose: – Jenny Kim, a senior partner at Gershman Group, welcomes attendees. – The forum aims to provide United Capital Advisors with…