Aaron Klein and the Riskalyze gang are putting on their second annual Fearless Investing Summit this coming October 17th-19th in San Antonio, Texas. I’ll be coming out for the event and appearing on stage, which I’m pretty excited about considering how connected I feel to all advisors who use the software.
I was customer number one for Riskalyze back when it launched in 2012. It’s been an integral part of our client education process ever since. I’m really looking forward to convening with my fellow Fearless advisors this fall. Hope to see you there too.
Here’s a sneak peak:
More information here: