The whirlwind of a conference is always a fresh reminder of just how many places one can be at the same time…or at least try!!
As you read receive this… HOPEFULLY the airplane will be in flight and a seat will contain yours truly!
The departing airport and the returning are both on the throttle down 10% list, how lucky….hah
BREAK IN – Flight changes are NOT being called delayed, they just change – better keep an eye on your gate and time, both have changed 4 times this am already for my return….
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OH… some great discoveries at the conference:
We now have much easier access for overseas clients – if you move, have funds from your non US homeland, we have your back- thankfully help in a smaller world!
Cyber meets AI – we have already shut our phone and email down on our website – AI is being used nefariously not surprisingly – we will expand more sooner with protections for all of us !
Trusts and more Trusts – With more usage and needs, easier access is available…
A gutsy college student from Texas garnered a guaranteed visit to the office in December – Wow what a great view of the next generation so manny have thrown rocks at!
Ahh…. Today is a Friday, back in the normal seat next week… Talk then!
John A. Kvale CFA, CFP
AI Content Authenticity: . All of the following text content has been completed by myself and has not been edited or created by AI. Occasionally we do use AI for images and will note when appropriate.
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
