Sound Income Group, a diversified financial services company based in Fort Lauderdale, Florida, has announced that Barry C. Wheeles, Director of Business Development at its affiliate Sound Income Strategies, will be leading roundtable discussions on income investing. Sound Income Strategies is an SEC-registered RIA with approximately $2 billion in total assets under management.
The roundtable discussions will take place at the 7th Annual Private Wealth Midwest Forum in Chicago on August 9. This event provides networking and education opportunities for RIAs, family offices, private banks, and high-net-worth wealth managers. The forum aims to explore innovative solutions in light of the ever-evolving economic landscape.
In addition to the roundtable discussions, David Scranton, the Founder and CEO of Sound Income Group, will be speaking at the forum. He will participate on a panel to discuss income investing strategies tailored to current economic conditions and individual financial objectives.
According to Scranton, income strategies are crucial in today’s dynamic economic environment, as they help secure financial stability and meet individual goals. He looks forward to sharing insights and exploring innovative approaches to assist investors in making informed decisions about their income needs.
Sound Income Group operates three full-service firms, including Retirement Income Source, Advisors’ Academy, and Sound Income Strategies. It offers marketing, coaching, practice management, investment services, and franchise opportunities for the financial community.
Investment advisory services are offered through Sound Income Strategies, LLC, which is an SEC Registered Investment Advisory firm. Retirement Income Source, LLC and Sound Income Strategies, LLC are associated entities.