Is your investment plan right for where you’re at in life?

​The way you should invest doesn’t just depend on your age. It's a reflection of your real life—your responsibilities, your goals, and how much risk you can actually afford to take.

​In this session, we’ll walk through how to think about investing across different life stages, from starting out in your career, to raising kids, to preparing for retirement. We’ll break down what always matters, like clarity, consistency, and cost, and what needs to shift as your life changes.

​You’ll come out with:

• ​A clearer understanding of how your life stage should shape your investing decisions

• ​Key principles that apply no matter your age, income, or experience

• ​More confidence in your choices—and less fear of “getting it wrong”

​Whether you’re just getting started or wondering if your current setup still makes sense, this session helps you build a plan that actually fits your life.