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2018 Objective Measure Conference Schedule

View the 2018 Objective Measure Conference Schedule

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Meet Dan

Dan is a hedge fund trader in Chicago making a tremendous living for himself. He is 45 years old and has been saving for retirement ever since he started his career at 22 years old. Dan has been working with a financial advisor from a well-known investment firm for many years. Over the years, his advisor has shown him projections indicating he is on track to accomplish his goal of retiring at 60 years old. He has run analyses and reports every year and given him confidence that he’s doing the right things. A Second Opinion After Dan learned the importance of...

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Meet Tim

Tim is a financial advisor that was asked to give a 2nd opinion to an investor named Dan. When introduced, Dan mentioned that he was already working with an advisor. Tim explained his unique approach and what he would do differently. He talked about the value of having a 2nd set of eyes look over his investment situation. At his first meeting with Dan, Tim concluded that Dan's current advisor was simply an investment broker, and not a true planner. The Second Opinion Tim realized rather quickly that Dan was being led down a path of high commissions without a...

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