Wealth Stack Conference Recap

By

A few weeks ago, I had the pleasure to attend the inaugural Wealth/Stack Conference in Scottsdale, Arizona.  The content of the conference piqued my interest for multiple reasons, but I had 2 main goals in attending: Tech Stack In financial…

What We Learned at FINCON

By

For the last few years, I’ve attended a conference called FINCON. And each year when asked what conference I attended, I’ll hear a quip related to Comic-Con. But it does peak the person’s interest, prompting them to ask what the…

Pretty In Pink Foundation Classic Recap

By

October is Breast Cancer Awareness Month and one of the ways Financial Symmetry is proud to promote the cause is by supporting the Pretty In Pink Foundation. This wonderful organization provides uninsured and under-insured breast cancer patients in North Carolina…

Bring Your Kids to Work Day

By

Last month, Financial Symmetry had our “bring your kids to work day!” It was a fun day right before the 4th of July holiday, where we had about 20 kids in attendance of all ages. Working with hundreds of families…

My FPA NexGen Gathering Experience

By

There is a companion podcast for this post available. You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher. Influencer: (n.) the action or process of producing effects on the actions, behavior, opinions, etc., of another or others I recently attended a conference called FPA NexGen The Gathering. Typical…

Download our 5 Questions to Ask Your Financial Advisor eBook

We break down some of the most important questions we are asked on a regular basis.

  • Hidden
  • This field is for validation purposes and should be left unchanged.

Blog Categories

Authors