Mastering the art of communicating with the next generation

This Compound Conversation — featuring Lance Lehman, MBA, CFP®, CIMA®, CPWA® and Tim Hamilton, CFP® — is the perfect opportunity for entrepreneurs, professionals, families, and retirees to learn about:

​🙅 Why discussing money shouldn't be a taboo
⏰ When and where to have the discussion
📝 How to conduct a successful meeting
📅 When and how often to schedule follow-ups

Visit compoundplanning.com to learn more.

Compound Conversations is an educational series aimed at facilitating a discussion that’s relevant to entrepreneurs, professionals, and retirees. Compound Planning blends the personal touch of a dedicated wealth advisor with a beautiful digital dashboard to create a magical planning experience you won’t find anywhere else. With the Compound dashboard, you can work with your Advisor to create and implement a comprehensive financial roadmap tailored to your needs. Our platform offers a holistic view of your finances, allowing you to plan and track progress all in one place in addition to a spectrum of services from tax filing to alternative investing. 

​​​​​Atomi Financial Group, Inc. dba Compound Planning (“Compound Planning”) is an investment adviser registered with the Securities and Exchange Commission and based out of New York. The statement, claim, commentary and/or content made herein and as found in Compound Planning’s websites, videos, podcasts, blog posts, articles and other publications or materials, as applicable (collectively, the “Materials”), provides general market commentary and information and/or expresses the personal opinion of the author or speaker which does not necessarily reflect the views or opinions of Compound Planning. 

The Material should not be interpreted as providing legal, tax, or investment advice or any professional advice for that matter nor is it a solicitation to engage in any particular securities transaction. Compound Planning and its representatives may only transact business or provide investment advice in those states and international jurisdictions where it is registered, filed the required notices, and/or is otherwise excluded or exempted from such registration and/or notice filing requirements.