Recap: July Chapter Meeting & September Preview

Michael Kitces was out July speaker and gave us a fantastic breakdown of the Robo or digital advice landscape and why they are a tool to be embraced rather than a threat to be feared. In the second hour of the presentation Michael discussed Modern Portfolio theory and portfolio construction and how to create smarter client portfolios in the modern age. Michael is a great thought leader and speaker, and each visit provides a fascinating conversation. Look for him again next year.

September we are doing our second Annual joint meeting with members of Minnesota Planned Giving Council. This is an excellent opportunity to network with new faces and experts in estate planning, and social giving. We moved the meeting to September to better accommodate your year-end client planning needs. This will be a great meeting, and I look forward to seeing you there.