Goodbye, Old Theory

Since early this year, I've been arranging the sessions for my upcoming Business & Wealth Management Forum, coordinating presentations by industry heavyweights Bill Bengen, Harold Evensky, Don Phillips, Michael Kitces, Mark Tibergien and-well, you get the idea. The goal is to get all of these deep thinkers to go a little deeper than you typically see at these gatherings and explore topics you don't hear enough about. Along the way, I've found there's still a lot of unexplored terrain in our professional body of knowledge.

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