Two Upcoming Events for Advisors

Hey there!

Two quick things to share with you today.

1.) 4th Annual FutureProof Advisor Golf Outing

Play golf? Headed to the FutureProof conference?

I have room for a few more advisors to join us at our 4th Annual Advisor Golf Outing.

When: Sunday, September 7th (consecutive tee times beginning at 7:45am PST)

Where: Pelican Hill (North Course)

What: Casual round of ocean-view golf with your peers (all skill levels welcome)

Cost: $525/person (includes caddy and gratuity)

Hit reply to this email ASAP if you want to join us.

I've been using Exhibit A (custom chart-building service for advisors) since it launched in March.

Since then, I've found two particular use cases for it in my practice.

If you'd like to learn more about the service (and how I'm using it!), join Michael Batnick, Matt Cerminaro, and me on August 12th @ 12pm ET.

This isn’t a sales pitch, and I don't have any skin in the game.

This event is just a chance to learn more about this service with your peers in a casual setting.

(Yes, it will be recorded and sent to all registrants shortly after the event concludes.)

Hope to see you there!

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As always, reply to this email if you have any questions. Make it a great week.

To growing together,

Taylor Schulte, CFP®