Just got back from San Diego after an incredible national conference with LPL Financial. Spending time with some of the top advisors and experts in estate planning, tax planning, insurance, and investments. I’m coming home with powerful new ideas and tools to help you improve your financial picture. Let’s sit down and make a plan that works for you!
TALK ABOUT IT TUESDAY- FRESH INSIGHTS FOR YOUR FINANCIAL FUTURE (Video)
August 19, 2025