Navigating Financial Disasters (Updated) – The Big Picture

My speech at the 2024 Greater Kansas City FPA Symposium is above. They are a great group of people and very motivated to serve their customers.

The deck is an updated version of last year’s presentation to investors at the Orlando Money Show. It evolved into several chapters in my upcoming book (more on that to come later).

The attendees at the FPA event are all CFPs and advisors, so we tailored the presentation to ideas they can use to better serve their clients.

Apart from a few slides and section introduction quotes, most are charts, tables and images. I’ll see if I can get an audio recording from Will or Brandy at FPA to go along with this.

PDF: Navigating Financial Disasters