Whether or not attendees have worked with a financial advisor, it’s common to make misguided costly missteps. This session explores the top 10 mistakes seen across thousands of financial lives. Attendees will learn how to identify gaps in their own planning, why these issues matter, and how to course-correct. Key topics include unclear goals, late planning, poor diversification, outdated agreements, and the lack of a formal financial plan. The session offers tools to assess current strategies and highlights why staying proactive is essential to protecting one’s goals, family, business and legacy.