Category Archives: Sage Advice

Sage Advice – Episode 3: Kim Surratt, Surratt Law Practice

Posted on February 25, 2021 by Brian Loy

Sage Financial Advisors welcomes you to our third episode of Sage Advice, featuring Brian Loy, CFA, CFP of Sage Financial, with Kim Surratt, founder and principal with Surratt Law Practice. This is a fun, informative and thought-provoking session about issues … Continue reading →

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Sage Advice – Episode 2: Chris Askin, Community Foundation of Western Nevada

Posted on December 15, 2020 by Brian Loy

Sage Financial Advisors welcomes you to our second episode of Sage Advice, featuring Brian Loy, CFA, CFP of Sage Financial, and Chris Askin, President and CEO of Community Foundation of Western Nevada. This episode is a fun, informative and thought-provoking … Continue reading →

Posted in Philanthropy, Planning Tips and Goals, Sage Advice, Wealth Management | Comments Off on Sage Advice – Episode 2: Chris Askin, Community Foundation of Western Nevada

Sage Advice – Episode 1: Stephanie Kruse, KPS3

Posted on November 12, 2020 by Brian Loy

Sage Financial Advisors welcomes you to our first episode of Sage Advice, featuring Brian Loy, CFA, CFP of Sage Financial, with Stephanie Kruse, founder and chair of KPS3 Marketing. This is a fun, informative and thought-provoking session about life, financial … Continue reading →

Posted in Entrepreneurs, Financial Planning for Women, Retirement Planning, Sage Advice | Comments Off on Sage Advice – Episode 1: Stephanie Kruse, KPS3