「いつか」が「永遠に」にならないうちに | Beau Henderson | TEDxBackBay

RichLife Advisorsの創設者でファイナンシャルアドバイザーのBeau Hendersonは、数千人の富裕層のクライアントとの仕事を振り返り、真に豊かな人生を築いた人々には、投資ポートフォリオとは無関係の共通点があったと語ります。講演は、人とのつながり、後悔、そして長い目で見れば他のどの金融上の判断よりも重要な一つの決断に焦点を当てています。独立して運営されたTEDxイベント、TEDxBackBayで行われました。

• 退職を控えたクライアントとの長年の仕事からの観察
• 充実した人生における人とのつながりの役割
• 後悔と、手遅れになる前に行動することの価値

Financial Advisor Beau Henderson has worked with thousands of wealthy clients. The ones who built truly rich lives had one thing in common and it had nothing to do with their portfolio. A talk about connection, regret, and the one decision that outlasts everything else. Beau Henderson is founder and visionary of RichLife Advisors, a locally owned and operated firm of retirement planning experts that focus on helping those approaching retirement create a comprehensive strategy to “live their definition of a RichLife.” Beau uses a holistic approach to financial planning, with the goal of improving his clients’ relationship with money while they live their unique definition of a fulfilled, meaningful retirement with purpose. He creates strategies his clients can understand, which provide financial comfort and confidence. Ongoing education and training is a top priority, and Beau strives to educate clients and make an impact as their trusted partner. Beau has a psychology degree from the University of Georgia as well as the designations of Retirement Income Certified Professional (RICP®), Certification for Long-Term Care (CLTC®), National Social Security Advisor Certificate Holder, Certified Financial Fiduciary (CF2®) , Certified Professional Retirement Coach (CPRC), Certified Bucket Plan Advisor, Master Certified Success Coach, and Certified Master Behavioral Analyst. He is also an active member of Ed Slott’s Elite IRA Advisor Group℠ (an organization dedicated to the ongoing education and mastery of the latest retirement tax laws) and a best-selling author. In his free time, Beau enjoys podcasting, traveling, boating, fishing, and spending time with his daughter. This talk was given at a TEDx event using the TED conference format but independently organized by a local community. Learn more at https://www.ted.com/tedx