Tune into this special live episode of Let’s Talk, recorded at Cambridge’s national conference, Ignite. Co-hosts Val Vest and Jeff Wick are joined by Andrew Beaudry, owner of Private Financial Design.

With more than three decades in the industry, Andrew shares the journey that led him into financial services, the biggest changes he’s witnessed since 1989, and how his definition of client success has evolved over time. He discusses the common thread in helping clients navigate retirement, career shifts, and other major life transitions, while balancing the technical side of planning with the deeply personal decisions that come with money.

Join Val, Jeff, and Andrew to learn more about:

• Andrew’s career journey and lessons from over 30 years in financial services
• The biggest industry shifts since 1989
• Balancing numbers with the human side of planning

Tune in for a thoughtful conversation about guiding clients through life’s biggest changes.

Testimonials may not be representative of the experience of other financial professionals and are no guarantee of future performance or success.