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Biblically Responsible Investing seeks to honor God by choosing investments that are aligned with biblical values. This session shares how to confidently position the BRI Story in a way that is simple for clients to understand and personalized to your own experience. Discover ideas for introducing BRI in a client conversation and how to confidently explain BRI to clients in a positive and encouraging way.
Todd Larson, CKA®, CFP®, CRPC®, CFS®, APMA®, CLTC, is a Private Wealth Advisor with Larson, Reynolds and Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc. in Fort Wayne, IN. Todd received his undergraduate degree from Purdue University and a Master of Science in Financial Services from the Institute of Business and Finance. A Certified Kingdom Advisor®, he focuses on retirement and estate planning strategies, as well as small businesses.
Rick Laymon is the CEO of Beacon Wealth Consultants, Inc. Rick is a graduate of the University of Illinois and holds the Accredited Asset Management Specialist (AAMS®) and Accredited Wealth Management Advisor (AWMA®) designations from the College for Financial Planning in Colorado, as well as a CERTIFIED FINANCIAL PLANNER™ certificate. He was among the first advisors to be awarded the Qualified Kingdom Advisor™ designation by Kingdom Advisors CEO Ron Blue. He is an Associate Member of The Stewardship Alliance, an organization providing Gift Planning, Estate Design, and Legacy Coaching services to the donors of national Christian ministries. Rick and his wife, Cassie, have three children.
Cassandra Laymon is the President of Beacon Wealth Consultants and Director of Institutional Sales for LightPoint Portfolios. Cassandra partners with advisors and their business owner and church clients as a Certified Plan Fiduciary Advisor to better understand their company retirement plan objectives and design, to make them values-aligned, efficient, and cost effective. She also assists financial advisors and business owners in better understanding their fiduciary responsibilities and how to effectively delegate those to a qualified investment manager - 3(38) Fiduciary. Cassie is the author of the book I Found Jesus in the Stock Market: How Biblically Responsible Investing Can Change Your Heart, Too. She has also earned the Certified Kingdom Advisor® credential.