Our last Faith-based advisor study group of 2021 will be this Friday December 17th 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: The Impact of Hidden Influencers on Financial Choices with John Putnam
John Putnam teaches us how to help clients recognize hidden influencers on their financial choices and reclaim those sources of misdirection towards positive kingdom living.
About the Speaker
John Putnam & Company
An entrepreneur at heart, John led a thriving practice in the financial services industry for 22 years advising high-capacity families, entrepreneurs, executives, and private businesses. He has his CFP® designation, has received numerous industry awards, and has been internationally recognized as an industry leader by the Million Dollar Round Table. In 2012, he transitioned from his financial advisory practice to become the Founding President of National Christian Foundation Piedmont in Charlotte, NC. In 2021, John founded John Putnam & Company, offering private coaching to individuals, couples, and families to resolve the gaps and tensions around life, wealth, and faith.
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MARK TRICE
CLEARVISTA FINANCIAL
MTRICE@CLEARVISTAFINANCIAL.COMWaco, TX
5123811510
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