Matt Jones, JD, CFP, of Legacy Capital talks about "Making the Complex Simple" in this presentation to peers attending the Advisor Thought Leader Summit 2018 at the University of Chicago Gleacher Center, Downtown Chicago IL. Successful people typically end up with very complex financial realities. But as we age -- and as death and disability sometimes come into play -- having a complicated reality just makes things worse. Matt provides a real-life example of a couple that, thankfully, had the foresight to simplify their financial reality before the untimely death of a spouse. Watch to glean insights and apply them to your own life.
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14:51 minutes long
Recorded live at The Advisor Thought Leader Summit, November 9-10, 2018 and produced by Impact Communications video productions group.