Connecting Outside of the Conference Room - Digging In - Rooted Wealth Advisors

In this episode of Digging In, Host John Savarino sits down with Roan Cannon, Rooted’s Marketing Outreach Manager, to explore Rooted Wealth’s upcoming client experiences across the US in 2026. They dive into what makes Rooted’s events different, and the why behind each specific event- connecting on a deeper level with clients. Roan shares how going deeper has provided him with the privilege of not just gaining clients, but family. Whether you’re navigating life changes, building a retirement plan, or simply wanting someone that you trust like family to help you navigate the path to and through retirement, this conversation will give you insight on how Rooted is here to help.📞 Want to see the strength of a full planning team behind your retirement? Call (866) 766-8332 for a complimentary consultation.------Visit our website: https://www.rootedretirement.comFollow us on social media:Instagram -   / rooted_retirement  Facebook -   / rootedwealthadvisors  LinkedIN -   / rootedwealthadvisors  ------Rooted Wealth Advisors is an investment adviser registered under the Investment Advisers Act of1940. Registration as an investment adviser does not imply any level of skill or training.The oral and written communications of an adviser provide you with information aboutwhich you determine to hire or retain an adviser. For more information please visit:https://adviserinfo.sec.gov and search for our firm name. This has been provided forinformational purposes only and is not intended as legal or investment advice or arecommendation of any particular security or strategy. The investment strategy andthemes discussed herein may be unsuitable for investors depending on their specificinvestment objectives and financial situation. Information obtained from third-partysources is believed to be reliable though its accuracy is not guaranteed. Opinionsexpressed in this commentary reflect subjective judgments of the author based onconditions at the time of publication and are subject to change without notice. Pastperformance is not indicative of future results.