Podcast Over Drinks: it’s like a book club for commitment-phobes! Come to 1, 2 or all 3. We’ll send you a link to the podcast episode a week in advance. Listen beforehand and join us for a great discussion guided by Soul Center wisdom leaders.
This presentation will review the changing views on wealth in the marketplace, how these changes are affecting planning, and practical recommendations on how to adapt to a changing landscape and meet the goals and desires of a new type of client.