A Fireside Chat about Retirement, Investments and Behavioral Finance

The Exceptional Advisor Podcast - A podcast by Investments & Wealth Institute

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Experience an exclusive fireside chat with Robert Powell at the esteemed Investments & Wealth Forum in Scottsdale. Delve into captivating conversations centered around the dynamic realms of retirement, investments, and behavioral finance, accompanied by renowned experts Jim Sandidge, Principal of The Sandidge Group, and Jorge Padilla, CFP®, Principal and Senior Client Advisor. Prepare to be enlightened by their profound insights and engaging dialogue.