Fall Financial Focus 2023
Last week’s annual Fall FOCUS 2023 event focused on the connection between your past and present financial decisions. Using the Find Your Freedom workbook, we spent time looking into the past at how early experiences with money shape approaches to estate planning today and how we can use this information to find true financial freedom going forward.
What Does Freedom Mean To YOU?
Mark Bain, Senior Wealth Advisor & Managing Director, dove into the different mindsets associated with early money memories, such as scarcity vs abundance. Once armed with knowledge of past beliefs, he outlined the different steps needed to identify, draft and implement a plan that will lead to financial freedom.
The Path To Freedom
Associate Wealth Advisor, Denise Talbert, shared her personal money story and what she has found is most freeing for her. She then outlined 8 facets of a financial plan and how success needs to include each one. Denise also focused on the role of a wealth advisor and how important the entire team is to achieving desired results.
The Importance of Community
A strong community is needed in the journey to financial freedom and Bain was excited to bring in a local estate planning attorney, Ryan Collier, from Collier Law, who has experience in advocating for clients as they work to find their freedom.
Incorporating Values in Estate Planning
Ryan’s engaging presentation focused on practical steps that can be started immediately to begin building a strong estate plan. His humor and relatable experiences made him a crowd favorite.
The most popular topics were HIPAA forms that should be completed in case of emergency, options for charitable giving and, how best to organize and protect assets for future generations.
Bain Wealth Management’s Ribbon Cutting & Open House
The sun shone brightly in celebration of Bain Wealth Management’s ribbon cutting and open house on Tuesday, April 25. Everyone gathered eagerly in the parking lot where Mark thanked all the clients for their unyielding support over the years and offered a short blessing. Then he and his wife, Karen cut the ribbon to officially open the new building!
We were thrilled to have more than 60 clients join us for a grand tour of the building. Staff were eager to share all that the new office has to offer with three new meeting rooms, bigger work areas, a full kitchen, additional offices, and a large space for the Operations department.
Clients enjoyed a “peek behind the curtain” as they encountered Mark’s Lord of the Rings office décor and lingering evidence of various office pranks in the Operations department. A fun surprise for clients was the view of our special nap room – a fun and much joked about addition to the office!
The new building also includes a new high-tech conference center which can hold events for up to 50 people. With our full kitchen, we can easily provide appetizers and desserts for on-site events.
Welcome to our New Space
If you couldn’t make it to our open house, please feel free to stop by and check out our new space. We foresee great things for this building and are excited for what the future will bring.
Fall Financial Focus 2022
In October 2022, nearly 90 clients attended our first annual Fall Financial Focus. Mark Bain introduced the Carson team who traveled all the way from Omaha, Nebraska for this event. Ron Carson, Founder & CEO; Ryan Detrick, Chief Market Strategist; and Aaron Schaben, President; helped clients get a feel for the positive culture and “client-first” focus of Carson Partners.
Ron Carson, founder of Carson Group, explained how he began his journey as an advisor in 1983. There he quickly determined that the current system was bogged down with red tape and conflicts of interest. Believing this did not really serve his clients and put their best interests first, he set about to create a business model that put the clients first and helped coach other advisors in new ways to engage and serve their clients. Now Carson Group has 131 partner firms in 36 states and serves over 43,000 households throughout the US. And as Ron loves to say, we are just getting started!
Chief Market Strategist Ryan Detrick explained how current events are affecting the markets and what to look for and avoid in the near future. His “Market Outlook” was a favorite for clients who valued the data-driven approach and positive viewpoint.
The Q & A panel allowed clients to ask the Carson team their questions. Questions included topics such as effects of media misinformation on investing, the war in the Ukraine, how to balance investing in this political climate, the trend in values-based investing, and looking toward technology changes in the future. Clients remarked that this gave them an opportunity to see the real heart of Carson and how their mission aligns with Bain Wealth Management.
Putting the Client First - Always
The Bain Wealth Management team pictured above with Carson’s representatives.