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GROWTH & IMPACT WEEK SPEAKER LINEUP

 The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market,  from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm. 

 

Shawn Gardner

CEPA , CEA , DFSA

One of the most important things between a financial advisor and client is the relationship. What I do is help professionals and their families better position themselves for financial success. We'll incorporate the things that, combined, help you...

ABOUT SHAWN

One of the most important things between a financial advisor and client is the relationship. What I do is help professionals and their families better position themselves for financial success. We'll incorporate the things that, combined, help you to live life on your terms.


STARTING WITH YOUR GOALS, I can:

• Bring clarity and organization to the goals you've set

• Honestly assess your probability of success

• Create a life-long, yet flexible, strategy for you, your family, business or farm


THROUGH THE FINANCIAL STRATEGY, we will:

• Balance today's living with tomorrow's dreams

• Plan for your retirement your way and consider your legacy

• Work with your accountant and estate attorney

• Create an exit strategy


WE'LL ALSO LOOK AT SOLUTIONS, that can help:

• Assess your risk

• Protect your wealth

• Engage tax-smart investing


AS LIFE MARCHES ON, I promise to:

• Be transparent, keep you informed and track your goals

• Do the heavy lifting, allowing you more time for family and friends

• Act in your best interest, always


Whether you've got a business, farm, growing family, or an empty nest, let me help reduce any potential financial stress so you can enjoy life, not worry about it.


Sincerely,


Shawn Gardner