Say goodbye to long PowerPoint presentations and industry jargon. This is a conversation where Brian Leitner, head of wealth management, shares advice and stories from conversations he has had with clients over his career. The information will not only be easy to understand but will enable individuals to take immediate action to optimize their financial situation. Topics include: Lack of organization, retirement tax planning (including updates from the SECURE Act), poor investments or investment discomfort, lack of or poor communication, poorly executed estate plan, risk management, inefficiency in charitable giving, aimless vs. directional retirement planning and the “I’m fine” lack of a stress test.