Upcoming Webinar: Financial Advice for My Single Mom - How Financial Advisors Can Help Their Own Families

Advising your own family about their money is one of the more difficult conversations you can have as a professional, but is crucial to their immediate and long-term financial wellness.

Growing up, our CEO Adam Holt had to have these types of talks with his single mom who was supporting both parents and children as part of the “sandwich generation”.

On Thursday, December 10 at 3 p.m. ET, Adam will sit down with his mom, Dina Holt, to discuss her experience needing different types of advice over her lifetime, and the impact of those financial decisions throughout. Be part of the discussion and hear an uncommon opportunity to experience our story to elevate your own awareness and that of your clients.