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Washington Update 2021: From EBW's 2021 Back to School Night

Washington Update 2021: From EBW's 2021 Back to School Night

| October 20, 2021
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Join Kristy Croushore of Fidelity as she provides an update on what's happening in Washington D.C. and the financial markets.

This presentation is from October 7, 2021 at EBW's Back to School Night.

Kristy Croushore is Vice President, Government Relations for Fidelity Investments, a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and service to more than 35 million individuals, institutions, and financial intermediaries. Since joining Fidelity in 2019, Ms. Croushore has worked to align policy outcomes with the firm’s strategic objectives, advocating on behalf of the firm’s interest in Washington on a range of legislative and regulatory policies before government officials. Her areas of focus include financial services regulation, broker-dealer compliance, and strategic communications planning. Ms. Croushore previously spent 16 years at the Financial Industry Regulatory Authority (FINRA) and its predecessor (NASD) in senior roles within the areas of government affairs, corporate communications, and operations and administration. Prior to FINRA, Ms. Croushore was a consultant with Ernst & Young, focusing on international tax and strategy projects for clients across a wide variety of sectors. Ms. Croushore hails from the Pittsburgh area and earned a BA in Finance & International Business from The George Washington University and an MBA from the University of Maryland. She has a Certificate in Legislative Studies from Georgetown University’s Government Affairs Institute and holds the Certified Regulatory and Compliance Professional (CRCP®) designation from FINRA.

Egan, Berger and Weiner, LLC is an independent financial planning firm founded in 2003 and focused on providing personalized and thoughtful guidance to assist clients in pursuing their financial goals.

We act in a fiduciary relationship with our clients by putting their interests before our own - always. What sets us apart is that we work with you, to understand what is most important to you and to build a unique financial plan around your life.

We can work with you to implement strategies designed to help: Grow your assets Protect the ones you care for most Preserve what you have worked so hard to achieve Pay for education expenses Ensure your independence in later life Create a lasting legacy As our firm continues to grow and evolve, we stay focused to ensure our clients enjoy the exceptional service that has been a hallmark characteristic of EBW. We look forward to talking with you about how we can help you reach your goals. At EBW, the vision is uniquely yours, the strategies are uniquely ours.

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