Next Tuesday, I’m hosting another Idea Tour breakfast in Salt Lake City. I’m excited to continue the discussion about the Wealth Management Paradox. We’ll cover:

• Why risk goes up over time, despite the popular myth to the contrary
• The MAJOR difference between a “returns manager” and a “wealth manager”
• What changes you should be thinking about making in the market

Date: Tuesday, January 13
Time: 8:00-9:00 a.m.
Place: Cottonwood Market Street Grill (2985 East Cottonwood Pkwy.) in Salt Lake City, UT

Our space is limited, but if you’re interested in attending, contact Stacey (stacey[at]clearwaterwealth.com) by this Friday, January 9.