The Impact Report · 2021-12-14 · 16 min
Welcome to The Impact Report! This is the show where we break down complex wealth management strategies into understandable terms to help you on your path to living an amazing life of significance. In our inaugural episode, we introduce you to Eric Lawton, President & CEO of Impact Financial, who works with high net worth families, business owners, and non-profit organizations. Eric brings over two decades worth of experience in the financial services sector and is no stranger to effective wealth planning solutions. To start our show on the right note, Eric provides a detailed overview on the benefits of stress testing your current financial plan. Given the tremendous amount of uncertainty in our world right now, there's never a better time to consider a stress test to evaluate the current and future performance of your established wealth plan. So sit back, relax, and enjoy this thought-provoking episode that's sure to leave you considering this strategy within your own wealth plan.
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