Zebra Smash - Real Financial Planners | Real Conversations

In this episode, we recap the Symposium recently put on by the South Region of the National Association of Personal Financial Advisors (NAPFA) in Atlanta, GA, titled The Softer Side of Financial Planning. This event is special to us, since at least one of us has been involved in the planning or running of this event in each of the past 6 years. This year, Ben actually served as the emcee of the Symposium, while Roger participated at a simulcast site in Houston. On the podcast, we touch on the general content of each presentation, along with our impressions and general takeaways. Roger also provides some social commentary on the traffic situation in Houston. Also, the word millennial comes up a lot. Don't be frightened. Symposium Speakers: Christy Eckoff (Director of Gift Planning, Greater Atlanta Community Foundation) : "Generational Lens" Lisa Kirchenbauer (Omega Wealth Management): "Essential Skills of an Exceptional Planner" Nicole Pinkham (SummaSource at Auburn University at Montgomery): "Communicating to