DiscoverInvesting – Getting There84. Looking Back To Move Forward with Erik Schei, CFA
84. Looking Back To Move Forward with Erik Schei, CFA

84. Looking Back To Move Forward with Erik Schei, CFA

Update: 2022-01-05
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  • Esther Szabo and Erik Schei look back at the questions clients wanted the answer to in 2021 and discuss financial planning trends moving into 2022

  • They discuss some of the themes they noticed and the pandemic’s impact on political, investment, and societal events

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84. Looking Back To Move Forward with Erik Schei, CFA

84. Looking Back To Move Forward with Erik Schei, CFA

Esther Szabo and Erik Schei