My keynote on the Better Kansas Metropolis FPA Symposium 2024 is above. They’re a fantastic group of individuals, and really motivated to serve their purchasers.
The deck is an up to date model of final 12 months’s presentation to buyers on the Orlando Cash Present. It has developed into a couple of chapters in my upcoming guide (extra on that to come back later).
The parents attending the FPA occasion are all CFPs and advisors, and so I tailor-made the presentation to concepts they will use to higher serve their purchasers.
Aside from a couple of part intro slides and quotes, most of it’s charts, tables, and pictures. I’ll see if I can get an audio recording from Will or Brandy at FPA to accompany this.
PDF: Navigating Financial_Disasters
