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My keynote on the Larger Kansas Metropolis FPA Symposium 2024 is above. They’re an important 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 traders on the Orlando Cash Present. It has advanced into a couple of chapters in my upcoming guide (extra on that to return later).
The parents attending the FPA occasion are all CFPs and advisors, and so I tailor-made the presentation to concepts they’ll use to higher serve their purchasers.
Apart 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
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