At the end of October, we hosted our first ever LIVE hybrid Thrive For[e]ward podcast at Urban Venues on the topic of: How money touches all aspects of our lives and how we can make impact with it for ourselves, our family and our community.
My co-host and friend Giselle Ugarte who is a performance coach and CEO of Action Forward sat beside me as we discussed how life transitions affect you in more ways than you think, how women have the ability to transform the wealth industry and how we continue to advance this, and lastly how you can make more impact with your money to create real sustaining change.
At the conclusion of the event, we also made a special announcement… the launch of our Wealth Circles which will start in January, 2022. Not only were our guests and listeners encouraged to submit their application, but we also are inviting you to join! Click to Learn more!
Please take a listen to our podcast where we are sharing all the takeaways and learnings from our event. We hope that you’ll be able to attend in person or virtually as we plan to do these quarterly.
As always, if you have a topic you would like us to explore on the podcast we want to hear from you. Please email us at [email protected] and in the meantime, we hope you continue to join us on this series and invite you to schedule an appointment to our complimentary 30 min Wealth Assessment session to learn more about how we incorporate these strategies and other’s to assist you through the financial planning process.
Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors’ Pride, a SEC registered investment advisor. LPL Financial, Advisors’ Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Any of the parties listed above are not affiliated with Forethought Planning, Advisor’s Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor’s Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.
Socially Responsible Investing (SRI) / Environmental Social Governance (ESG) investing has certain risks based on the fact that the criteria excludes securities of certain issues for non-financial reasons, and therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.