Meeting insights with Joshua Leonard at the #joltconference. Come back to see who is next.

Meeting insights with Kristin Shea at the #joltconference. Come back to see who is next.

Meeting insights with Ramon Ray at the #joltconference. Come back to see who is next.

Meeting insights with me at the #joltconference. That's a wrap. I hope you loved all of the insights from the attendees that I spoke to.

Kicking it with @CRCDomenick in the Idea Kit Perfomance Coaching Experience at JOLT! Of course he nailed it! #joltconference

Back at it for a new planting season with #GreenBronxMachine and Stephen Ritz. I love this cause!

Putting stakes in the ground to eventually tie the plants to secure them. Come out and support #GreenBronxMachine and Stephen Ritz.

This is an amazing story about children who gave their ukuleles to students in the Bronx. Please help us replace these ukuleles every dollar helps. Please support Ukes for Ohio Kids Choir mtyc.co/lkra2f via Mightycause

I was recently asked by Fi360 (now Broadridge) what it means to me and my clients and prospective clients to be an AIF (Accredited Investment Fiduciary) Designation. #Fiduciary #AIF #DanDarahWealthManagement player.vimeo.com/video/825100932

Few will wait until 70 to receive maximum Social Security payments, study finds insurancenewsnet.com/innarticle/few…

On my way to Nitrogen #FISummit. Can wait to see my friends and share some great ideas. I'm most excited for my breakout session on Tuesday at 4:50.

Practicing my breakout session on my ✈️ to Nitrogen #FISummit. This is the only slide you get to see till Tuesday at 4:50.

I am thrilled to share that I have been appointed as the Vice Chair of the NAPA - National Association of Plan Advisors Certification Governing Commission Board. I am excited to work alongside a talented team to advance the Accreditation of the CFPA Designation.

#NAPA401KSUMMIT I interviewed a few participants to see what they wanted to get out of attending. Here's is what Desteni Lawhorn had to say

#NAPA401KSUMMIT I interviewed a few participants to see what they wanted to get out of attending. Here's is what Peter Park had to say

#NAPA401KSUMMIT I interviewed a few participants to see what they wanted to get out of attending. Here's is what Adeline Wong had to say

#NAPA401KSUMMIT I interviewed a few participants to see what they wanted to get out of attending. Here's is what Amy Dingman had to say

#NAPA401KSUMMIT I interviewed a few participants to see what they wanted to get out of attending. Here's is what Cheryl Cousino had to say

#NAPA401KSUMMIT I interviewed a few participants to see what they wanted to get out of attending. Here's is what Matt Ligman had to say

This is one of the most tech forward advisors I know. He is always an early adopter. #estatecon #zocks