No results.

Advisor Thought Leaders Share Insights at University of Chicago Gleacher Center, November 2018

Recorded live at The Advisor Thought Leader Summit that took place November 9 & 10, 2018 at the University of Chicago Gleacher Center, these videos bring to life the character and knowledge of a select group of independent investment advisors and financial planning professionals. Each video is slightly different. The "Thought Leader Talks" are a single-person presenting their insights to the group in 15 minutes or less. The "Thought Leader Spotlight" clips are a single-person sharing what sets their financial planning process and client experience apart from other financial firms. The "Thought Leader Interviews" are a true interview where a former newscast professional quizzes the advisor about his or her background, services and passions. Single-person "Faculty Clips" provide insights from the subject matter experts who contributed to the core content. If you find value in a particular video, please share it with friends, family and co-workers and/or on social media. The direct link to this Advisor Thought Leader channel is: vimeopro.com/impactproductionsgroup/advisor-thought-leader-channel

Thought Leader Talk: Preparing Well for a Longer Life

In this 12-minute Thought Leader Talk, financial life planner Jeanne Smith tells us how to plan for a longer life. Captured live at the Advisor Thought Leader Summit held Nov 9 & 10, 2018 at the University of Chicago Gleacher Center, this short video provides a cautionary tale -- and ways we can avoid the same fate as the individual portrayed in the story. Jeanne talks about "the four fearsome fates of aging" and provides tips to avoid difficulties as we age and experience cognitive decline. Share this video with someone you love. Maybe it will help them avoid the difficulties that can come with aging and retirement!

Visit MarcaLifePlanning.com to learn more about aging well and preparing for a longer life. Jeanne is also interested in speaking with financial advisors and financial institutions who may be interested in licensing her proven financial life planning methodology.

Recorded live at The Advisor Thought Leader Summit, November 9-10, 2018 and produced by Impact Communications video productions group.

×

Contact