Impel Wealth Management
On The Road Again
August 18, 2021

This Week from Jesse W. Hurst, II
CERTIFIED FINANCIAL PLANNER™ • ACCREDITED INVESTMENT FIDUCIARY
After speaking at a conference in Denver in January 2020 and attending the Forbes/SHOOK Top Wealth Advisor conference in Las Vegas in February 2020, the routine of business life and travels came to an abrupt halt just a few weeks later, as the COVID-19 coronavirus outbreak changed life for everyone.

I’m thrilled to share with you that after 18 long months of virtual-only events, I will speak at my first in-person event this month.

I get asked to speak often – virtually and in-person – on a variety of topics. Why do I tell you about these events? Two reasons: 1) I want you to be confident that the team you trust to help manage your financial resources is well respected in the local and national wealth-management communities.

Secondly, I want you to know that I truly believe in an abundance mentality. I believe that we are uniquely positioned to have not only the opportunity, but the obligation, to give back to our industry and to others. I believe in sharing our history and experience, and the wisdom that comes from both, with the broader community. I trust that doing so will create a rising tide of professional development that will truly lift all ships, as well as the profile of our industry on an ongoing basis. It is part of what motivates us as we continue “Moving Life Forward.”

So here are a few updates on some upcoming and recent speaking events in which I will or have participated. This month in Denver, I will share with a group of top peers, along with Brad Stewart, an advisor from Indiana, on how to successfully structure and operate an investment committee
Gene Goldman, the chief investment officer of Cetera Financial Group, and I also recently had the opportunity to do a national webinar for the representatives of two different Cetera Broker/Dealers, representing more than 1,800 financial advisors across the country. Our topic was utilizing investment tools and research resources that Gene and his team create. We wanted to help advisors within our network better understand the tools that are available to them and how they can use them to help their clients going forward. 
I was also recently featured in two “Ask the Expert” pieces with the online financial resource moneygeek.com. Links to the two pieces, 'How to Start Saving and Investing' and 'Should I Pay Off My Mortgage or Invest the Money?' are included below. 



I will also be a speaker at the national Cetera Connect conference. This will be held in a virtual platform again this year. Over 8,000 financial advisors and their support staff will have the opportunity to attend the sessions over the last two weeks of September. 
Finally (for the moment) I will be emceeing Akron Community Foundation’s Professional Advisory Council’s continuing education program the first week of November. The topic will be the “Biden Tax Plan…Now what?” We will be discussing what this could mean to the financial markets and to our clients. We will be sharing information with a select group of CPA’s, Estate and Tax Planning Attorneys and Financial Advisors from the Northeast Ohio area.

I hope I will and have done you proud as your Certified Financial Planner. 
Sincerely,

Jesse W. Hurst, CFP®, AIF®
Financial Advisor and CEO
Award Recipient Jesse Hurst
 
The 2021 ranking of the Forbes’ Best–in–State Wealth Advisors1 list was developed by SHOOK Research and is based on in–person and telephone due–diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, approximately 32,725 advisors were considered, and 5,000 (approximately 15.3 percent of candidates) were recognized. The full methodology2 that Forbes developed in partnership with SHOOK Research is available at www.forbes.com.

1 This recognition and the due–diligence process conducted are not indicative of the advisor's future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you. 

2 Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings. 
Is there something we can help you with? Please call me at 330.800.0182 or email me directly at jesse.hurst@impelwealth.com.
Consult your financial professional before making any investment decision.
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