I’m writing to you from beautiful Denver, Colorado, at WealthCounsel’s Planning for the Generations Symposium! I’ve already met a few of our wonderful clients attending the conference and am looking forward to getting to know other wonderful folks.

If you’re attending, please stop by Booth #39 and say hello!

Happy Ruby clients
Happy Ruby clients, clockwise from top left: Michael Smith and Cory Lancaster, Paul Mason, Sheryl Dennis, and Marion Keyes