Mac Jefferson

Mac Jefferson, Hilliard Lyons financial consultant, recently presented investment strategies for retirees as part of a panel discussion at the firm’s Wealth Services Summit in Louisville.

The Hilliard Lyons’ Wealth Services Summit focused on increasing the efficiency and productivity of the firm’s most successful wealth management teams from around the firm’s 12-state footprint.

The presentation was deemed eligible for continuing education credits by the Certified Financial Planner Board.

Jefferson, CFA, AAMS, CWA, is a financial consultant with The Mahurin Group of Hilliard Lyons. In addition to Jefferson, The Mahurin Group includes Pete Mahurin, Shannon Vitale, Bob Kirby, Gwen Reynolds and Kim Herald. Located in downtown Bowling Green on the square, the team has over 150 years of combined wealth management experience.