• The best way to ensure your family's financial future is to plan for it.
  • Don't just build a retirement plan. Build a legacy.
  • My stock tip of the day is don't listen to stock tips of the day.
  • Retirement is a destination. If you want to get there, you need a guide.

JANUARY 27, 2022

Join our advisors with special guests for presentations and a roundtable discussion of what the markets brought us in 2021 and what may lay ahead for us in this coming year

STREAM IT LIVE 6:45 – 8:00 PM
mountain standard time

Binge on the first season of our podcast, The Plan. Second season coming soon!

In December, we wrapped up the first season of 14 episodes of our podcast, The Plan. There’s lots of topics you’ll find helpful, such as inheritance, Medicare, saving for a child’s education, and more rites of financial passage. Look for our second season, launching in March 2022!

Episode 14: Year-End Advisors’ Roundtable:  It’s the end of the year and the first season of The Plan, so we got four financial advisors together for a roundtable discussion about where we’ve been in 2021 and what might lie ahead for 2022.

For previous episodes, visit our Insights Page