Our New Office: A New Chapter for J.L. Perkins Wealth Management (Ep 192)

We have an exciting episode for you today! Lee sits down with Brian Roper to share the vision behind J.L. Perkins Wealth Management’s new space and how it will reshape the client experience. From expanded educational opportunities to creating more ways for clients to connect, the team is building with the future in mind. They also discuss upcoming workshops, thoughtful growth, and why financial planning should ultimately help people make the most of their next phase. Here’s what we discuss in today’s show: 🏢 The vision behind the new office and what the expanded space makes possible 🎓 More opportunities for financial education through the new Summit Center 💰 Helping the next generation build stronger money habits earlier in life 🤝 Creating deeper client connections through education, events, and community 📈 Preparing for intentional growth while maintaining a comprehensive approach to planning  Meet with us: http://talkwithjlp.com 📚 Looking for more financial education? Check out 👉 http://myretirementclarity.com