Welcome to the Digging In Podcast!
Digging In presented by Rooted Wealth Advisors strives to establish a deeply rooted connection to your family, your finances, and your legacy.
At Rooted Wealth Advisors we want our prospects, clients, friends, and family to have an amazing experience when they come to one of our events. Whether it's a dinner workshop, one of our classes at a local college or library, or one of our client appreciation events, or our Rooted Ambassador Event, we believe in making folks feel right at home with us. This week Events Director Jacqueline Walter stops by to share with us her insights on how she views events and what they mean, plus she unveils some upcoming events for our clients, along with the much anticipated Rooted Ambassador Event for 2023! You don't want to miss this one!
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Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
