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HomeTagsNavigating

Tag: Navigating

Navigating Financial Disasters (Updated) – The Big Picture

  My keynote at the Greater Kansas City FPA Symposium 2024 is above. They are a great group of people, and very motivated to serve their clients. The deck is an updated version of last year’s presentation to investors at the Orlando Money Show. It...

Estate Planning, Navigating Your First Attending Job, and 529s

Today, our friend Margaret Curtis is taking on the role of host while Dr. Jim Dahle is recovering from his recent accident. She is answering your questions off the Speak Pipe. She talks about a tough estate planning situation with a listener finding...