Jun 7, 2023
This special Swift Chat comes to you live from the Social/Digital Hub at the 2023 Morningstar Investment Conference in Chicago - April 25-27. Hosts Marie Swift and Jonny Swift, along with Honorary Hubsters Shawna Ohm of Content 151 and Victor Gaxiola of TechGirl Financial, speak with some big names about why they love coming to the Morningstar Investment Conference, highlights from various presentations, as well as takeaways from the conversations happening in the exhibit hall.
Guests Include:
Leslie
Marshall of Mesmerise
Daniel
Dusina of Blue Chip Partners
Jamie
Hopkins of Carson Group
Brian
Portnoy of Shaping Wealth
Dr. Preston
Cherry of Concurrent Financial
Planning
Tyrone Ross
Jr. of Turnqey Labs
Shana
Sissel of Banríon Capital
Management
J. Alan
Reid and Alex
Thaler of Iconik