The Investor Symposium Is Back: Here’s Why You Should Be There
On October 29th, we are hosting our fifth annual Investor Symposium, and this year’s theme is “Designed for Life.”
It is a phrase that captures what financial planning is actually for: not hitting a number for its own sake, but using your resources to build the experiences, relationships, and life you want. In this episode, Chris and Beau (who will be returning as our MC!) highlight three sessions that are going to be featured at the event, explain why the questions being covered matter more than most people realize, and make the case for why this year is a particularly important moment to…
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