With more than 25 years of experience, Jason E. Hughes provides a holistic client experience, working with clients' CPAs and attorneys to optimize their financial plans. He leverages his CFP®, CPWA®, and Certified Exit Planning Advisor (CEPA) designations, providing expert advice to business owners and high-net-worth clients.
With more than 25 years of experience, Jason Hughes provides a holistic client experience. In his session, you’ll learn how common psychological biases can negatively influence your investment choices. You will also discover strategies to recognize and overcome those biases in order to make more disciplined investment decisions.
Join us for an informative and empowering workshop designed to help you or your loved ones navigate the journey of aging with confidence and clarity. Aging Well brings together three seasoned professionals—an elder care attorney, a long-term care insurance expert, and a Certified Senior Advisor™— to share practical strategies for maintaining independence, protecting assets, and ensuring quality of life in later years.