Mitch Anthony always has great insight - We will have a fantastic discussion. Hope others will join us. Thanks Mark!
------------------------------
Danielle Howard, CFP® CKA®
Wealth By Design, LLC
76 Eagle Claw Circle
Glenwood Springs, CO 81601
970-927-3909
------------------------------
Original Message:
Sent: 10-09-2021 12:35
From: MARK TRICE
Subject: October Study Group
Our next Faith-based advisor study group will be this Friday October 15th at 4PM EST. No registration is required. Please share with a friend or colleague. You may join us at the appointed time by following this link: https://smart.newrow.com/#/room/mey-736
This month's topic: Life Transitions: Why Do They Matter?
Changing life circumstances usually have financial implications. Mitch Anthony examines the impact of life transitions and the opportunities for advisors to help clients maximize the benefits and minimize the pitfalls of life transitions in the financial planning process.
Advisor Insights, Inc.
Mitch Anthony is the founder and president of The Financial Life Planning Institute, ROL Advisor.com, and Life-Centered Planners (U.K.). He is recognized around the globe for his pioneering work in life-centered planning and is a consistently top-rated presenter. He has also been named one of the financial services industry's top "Movers & Shakers." His certified life-centered planning courses are taught at Texas Tech University. Mitch is the author of many books for advisors and consumers, including perennial bestseller Storyselling for Financial Advisors, The New Retirementality, and Life-Centered Financial Planning (2020).
------------------------------
MARK TRICE
CLEARVISTA FINANCIAL
MTRICE@CLEARVISTAFINANCIAL.COM
Waco, TX
5123811510
------------------------------