As part of our annual Personal Finance workshops Michael invited wealth managers Paul Shipton and Omar Duric to share their unique approach to helping their clients meet their financial AND lifestyle goals.

Their fascinating presentation was entitled “Investing for Marshmallows” in reference to the famous Stanford self-discipline study. Paul and Omar include a great video clip of kids being given the test. 

Paul and Omar were kind enough to allow us to make their presentation slides available to our entire audience below and to answer any questions you might have. 

Editor, MoneyTalks

Send your questions to them via email – paul.shipton@holliswealth.com and omar.duric@holliswealth.com