Tune in to hear a recap of our heavily attended Fall 2025 Seminar.
Jim shared some important updates about Morningstar, Advyzon, the Charles Schwab Conference, AI Scams, and Chat GPT. Nathan, one of our Certified Financial Planner(R)s, discusses a review of 2025 so far, current economic conditions, and an outlook. Daniel shared about Artificial Intelligence, investing using AI, pitfalls of AI, Bitcoin overview, and considerations for investing in Bitcoin. Jaimee, a Certified Financial Planner (R), concluded with an overview of “A Day in the Life of An Advisor”. She discussed how we select investments, money savings, the value of tax planning, social security planning, and the importance of estate planning. Feel free to share the replay with a friend. If you have any questions on your specific circumstances, please call or email us.
