For those of you that want a deeper look, you can download the materials I’ve mentioned in my presentation. I’ve included some extra resources from our website that I’ve put together for your group.

I also encourage you to subscribe to our bi-weekly newsletter, “TrustedAdvice,” by submitting your email in the form. You’ll then receive an email every couple of weeks or so from us featuring new articles, special events, and highlights from the Trusted Advisor blog. On occasion, we’ll also share with you an event or offering we feel might benefit you.