By The Advocates

Last week, we hosted our first quarterly Lunch & Learn, Financial Planning Strategies in the Wake of Harvey. Several of the clients who couldn’t join us for lunch asked for a summary of key takeaways, so we decided to add the audio file below to our blog for all! While you may be aware of our main discussion points, we hope our recap at least motivates some to take action.

We hope you join us at our next Lunch & Learn later this quarter in which we’ll discuss Year-End Tax Planning Strategies.