June 2024

Framing Your Financial Future

The New Demographics Of Advisory



The Lead:
Chris Bogren
Tax Cuts & Jobs Acts–An Early Sunset


Marcia Mantell   
Talking SSI With Younger Clients

Daniel Herr 
Prioritizing Protected Growth

Lori Seaton
Family Financial Meetings

Bonnie Godsman
Paving The Way For Women Advisors

David Levenson    
Planning With Gen-Z And Millennials

Mary Mock    
The Power Of Practice 


Closing Thoughts:
Maggie Seidel
Welcome To The Financial Well-Being Movement