December 11, 2023LPL Financial’s Private Wealth Symposium

? Sending a big shout-out to everyone involved in LPL Financial‘s Private Wealth Symposium last week in Arizona. I had the privilege to attend this premier event, where advisors heard from carefully curated thought leaders addressing important topics such as advanced planning, investing, and practice management. Keynote speaker Meir Statman‘s message about behavioral economics and the choices we make aligned with the event’s theme of “wealth structuring” – the intentional organization of wealth to align with one’s lifetime, lifestyle, and legacy objectives.

? Looking forward to collaborating with the exceptional team at LPL Financial again soon! ✨