About the Speaker

This engaging presentation follows the financial journeys of identical twins with identical starting points—same assets, same retirement goals, and the same time horizon. Yet, through a series of key decision points, one twin makes a number of common financial planning mistakes, while the other takes a more strategic approach. By comparing their choices side-by-side, the presentation vividly illustrates how even small missteps can lead to significantly different retirement outcomes. Attendees will gain practical insights into the importance of sound financial planning and the long-term impact of informed decision-making.