Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.
Today, host John Savarino sits down with Sarah Marion, Events Manager at Rooted Wealth Advisors, to explore how we’re creating memorable experiences for our clients and making a difference in our communities.
We dig into everything from:
- How we’re designing events to connect, educate, and engage with our clients and their friends.
- The impact of our educational workshops in empowering financial confidence.
- Our deep-rooted relationship with the University of Illinois and how we’re supporting the Illini community.
- Exciting updates on our United Way partnership and the difference we’re making together this year.
- and more!
Want to get connected with our team? Email us at [email protected]
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Visit our website: https://www.rootedretirement.com
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Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Rooted Wealth Advisors' sponsorship of the University of Illinois does not constitute an endorsement of Rooted Wealth Advisors by the University of Illinois. The University of Illinois is not a client of Rooted Wealth Advisors.