Longevity is one of the most underplanned risks in financial planning. This session brings in a healthcare expert to explore what living longer actually looks like — physically, financially, and emotionally — and how to build a plan that doesn't run out before you do.
Attendees will:
– Understand the realistic longevity scenarios that should inform financial planning decisions today
– Learn the key health investments and lifestyle choices that have the highest impact on quality of life as you age
– See how Morton integrates longevity planning into retirement and healthcare planning conversations
Speaker: Dr. Kerry Burnight
Money is one of the most common sources of conflict in relationships and one of the least talked about. Building on Morton's Couchside Conversations episode on marriage and money, this session gives couples a practical framework for getting on the same page before it becomes a problem.
Attendees will:
– Identify the most common money conflicts in long-term relationships and why they persist
– Learn communication frameworks that help couples align on spending, saving, and financial goals
– Leave with specific conversations to have and tools to have them productively
Speakers: Stacey McKinnon and Mike Rudow
The tension between spending today and saving for tomorrow is one of the most human financial struggles there is. This session helps clients build a spending framework that honors both — filling the memory bank and the bank account — without feeling like either is being sacrificed.
Attendees will:
–Understand the psychological tension between present enjoyment and future security — and why both are legitimate
–Learn a practical budgeting approach that allocates intentionally for experiences, lifestyle, and long-term goals
–Leave with a clearer sense of what 'spending with intention' actually looks like at your stage of life
Speakers: Kristin Dillon and Ian Rennick
Transferring wealth to the next generation is one of the most meaningful — and fraught — decisions a family can make. This session covers both the mechanics and the human side: lifetime gifting strategies, estate planning tools, and how to have the conversations that keep families intact.
Attendees will:
- Understand the key lifetime gifting and estate planning strategies available for transferring wealth thoughtfully
- Learn how to structure wealth transfer in a way that supports — rather than undermines — the next generation
- Leave with a framework for initiating family conversations about inheritance, values, and expectations
Speakers: Stacey McKinnon and Brian Standing
Your relationship with money didn't start when you opened your first investment account. It started in childhood — shaped by what you saw, heard, and felt about finances growing up. This session with a licensed therapist helps clients understand the emotional and psychological roots of their money behavior.
Attendees will:
– Understand how early experiences and family history shape your current relationship with money
– Identify the emotional patterns — anxiety, avoidance, control, guilt — that show up in financial decisions
– Learn how greater self-awareness around money can lead to more intentional and peaceful financial choices
Speakers: Beau Wirick and Jennie Marie Battistin
Downsizing, moving states, refinancing, or staying put — housing decisions for Morton clients are rarely simple. This session walks through the real tradeoffs involved, including the financial math, the tax implications, and the thing the spreadsheet can never fully capture: the cost of leaving behind the people and places you love.
Attendees will:
- Understand the financial and tax implications of the most common housing decisions clients face in later life
- Learn how to evaluate the true cost-benefit of relocating versus staying — beyond just the tax savings
- Leave with a decision framework that accounts for both the numbers and what matters most to you personally
Speakers: Patrice Bening, Jenn Caruso and Austin Overholt
From tulip mania to the dot-com crash, every generation of investors has lived through a bubble — and none of them saw it clearly while they were inside it. This session uses historical case studies to help today's investors recognize the warning signs of speculative excess, with a close look at whether AI markets are following a familiar pattern.
Attendees will:
– Recognize the behavioral and psychological patterns that fuel asset bubbles across generations
– Understand the parallels between historical bubbles and today's AI-driven market environment
– Identify practical guardrails to protect your portfolio when speculative enthusiasm is high
Speakers: Bruce Tyson and Beau Wirick
Morton is known for its commitment to alternative
investments — so why do stocks remain a core position? This session addresses the question directly, explaining the reasoning behind dimensional funds as a foundational holding and how public equities complement the broader portfolio strategy.
Attendees will:
- Understand the specific role stocks play within
Morton's overall portfolio construction philosophy
- Learn why Dimensional Funds were chosen as the core equity position and what sets them apart
- See how public equities and alternative investments
work together rather than compete
Speakers: Eric Selter and Sasan Faiz
Jeff Sarti's featured session unpacks the 10 core principles of a Healthy Skeptic investor — the mindset framework that has guided Morton Wealth's philosophy for over four decades. In a world of constant headlines and market noise, this session makes the case for why thinking differently is the most important investment skill you can develop.
Attendees will:
– Understand the 10 principles of a Healthy Skeptic and how they apply to your own investing behavior
– Learn how Morton uses these principles to make asset class decisions
– Leave with a clear framework for filtering financial noise and staying grounded in long-term conviction
Speaker: Jeff Sarti
Most investors think about risk as a single dial — more or less. The reality is more nuanced. Different asset classes respond to completely different threats: interest rates, inflation, geopolitical instability, liquidity crunches, and currency shifts. This session maps the major investments in Morton client portfolios against the economic and global forces that can move them — so clients understand not just how much risk they're carrying, but what kind.
Attendees will:
- Understand how different asset classes respond to
specific economic and global risks — and why true
diversification requires knowing what you're actually
diversifying against
- See how Morton evaluates risk sensitivity when
constructing portfolios
- Leave with a clearer framework for understanding what your portfolio is built to withstand — and what it isn't
Speakers: Meghan Pinchuk and Vito Phelan
Most people pick a retirement number based on what their neighbors have or what sounds impressive — not what their life actually requires. This session challenges clients to define 'enough' on their own terms, starting with values and working backward to the number, rather than the other way around.
Attendees will:
- Reframe how you think about your target net worth — from a social benchmark to a personal one
- Learn a values-first framework for defining what financial sufficiency actually looks like for your life
- Understand how over-indexing on a number can cause you to undervalue the time and experiences that matter most
Speakers: Joe Seetoo, Priscilla Brehm and Vito Phelan
The dollar is under pressure — and most people don't fully understand why. This session goes deep on inflation, dollar devaluation, and the role that gold and real assets play as an insurance policy against monetary risk. A grounding session for anyone who has wondered whether their cash is working against them.
Attendees will:
- Understand the structural forces causing dollar devaluation and what they mean for purchasing power over time
- Learn how gold and real assets function as a hedge against monetary and inflationary risk
- Leave with a clearer picture of how currency risk should factor into long-term financial planning
Speakers: Jeff Sarti and Ian Rennick
This session offers a candid look at how 83 Investment Group is thinking about due diligence, portfolio construction, and income generation in today's environment. An interview with Meghan Pinchuk and fund managers on what is working, what they are watching, and why.
Attendees will:
- Understand how 83IG is structured to generate income and why it was designed with illiquidity as a feature, not a flaw
- Hear directly from the investment team on how they are navigating the current private credit environment
- Leave with a clearer picture of how 83IG fits within your overall income strategy
Speakers: Meghan Pinchuk and Chris Galeski
Many clients are nervous about public market volatility but still want growth. This interview-format session features Cordierra and KCB discussing where they see compelling risk-adjusted return opportunities outside traditional equities — and how Morton is evaluating these investments in the current environment.
Attendees will:
- Understand which alternative market segments Morton believes offer attractive return potential today
- Hear directly from investment managers about how they are navigating a challenging macro environment
- Learn how these opportunities fit within a broader portfolio designed for resilience
Speakers: Chris Galeski and Guest
Whether from a business sale, an inheritance, or a liquidity event, suddenly managing a large sum of money is one of the most consequential — and emotionally complex — financial moments a person faces. This session walks through the real decisions clients encounter and the frameworks for making them wisely.
Attendees will:
- Understand the most common and costly mistakes people make in the 12 months following a large liquidity event
- Learn a decision framework for prioritizing debt payoff, investing, gifting, and lifestyle spending
- See case studies of how Morton has helped clients navigate this transition without regret
Speakers: Joe Seetoo and Kevin Rex
Taxes are one of the largest controllable expenses in a financial plan — yet most people only think about them in April. This session reviews the strategies Morton uses year-round to reduce tax burden, including Roth conversions, charitable giving vehicles, and Holistiplan-based planning.
Attendees will:
- Understand the tax planning strategies that save the most money for high-income and high-net-worth clients
- Learn how Roth conversions and charitable giving options can be used proactively, not just reactively
- Leave with specific questions to ask your advisor about whether you are leaving money on the table
Speakers: Sophie Leahy and Mike Rudow
High interest rates, expensive construction, remote work shifts, and market saturation have created real turbulence in real estate. But not all markets are created equal. This case study-driven session — featuring drone footage and property-level examples — shows where Morton still sees pockets of genuine opportunity.
Attendees will:
- Understand the structural forces that have made broad real estate investing challenging in the current cycle
- See specific market segments and geographies where Morton believes value still exists
- Learn how Morton evaluates real estate opportunities and integrates them into client portfolios
Speakers: Kevin Rex and Nadya Mets
Using live e-money scenarios, this session walks clients through how Morton evaluates retirement security at four critical life stages: 40, 50, 60, and 70. Rather than abstract projections, attendees see the real planning questions their peers are asking — and the answers that change the trajectory.
Attendees will:
- Understand the key retirement planning milestones and what decisions matter most at each decade
- See how e-money scenarios translate your financial picture into clear, actionable projections
- Leave knowing what questions to bring to your next advisor meeting about your retirement readiness
Speakers: Chris Galeski and Brittany Yudkowsky
Patrice Bening is a Partner and Wealth Advisor at Morton Wealth, where she brings over 20 years of experience helping individuals and families align their financial strategies with their values. At Morton, Patrice is deeply involved in Herself, an initiative that empowers women 55+ to take control of their financial futures with clarity and confidence. In her work, she focuses on helping clients not only grow and preserve wealth—but also transfer it thoughtfully, in ways that protect loved ones and reflect personal legacy.
Originally from Romania, Patrice finds inspiration in nature and endurance challenges. She completed the Boston Marathon in 2025 and has summited Mt. Whitney twice. She lives in Southern California with her husband, two sons, and their border collie, Loki.
She holds a B.S. in Finance from California State University, Northridge, and is a CERTIFIED FINANCIAL PLANNER™️ professional.
Priscilla Brehm, Wealth Advisor at Morton Wealth, has spent over 45 years helping clients align their wealth with what matters most. Drawing on her extensive financial expertise, life experience, and “make it better” mindset, she guides individuals in finding purpose, connection, and fulfillment as they transition into retirement. At this year’s symposium, she will share insights on creating meaningful family conversations about money, values, and legacy, offering tools to foster clarity and unity across generations. One of the earliest partners at Morton Wealth, Priscilla has worn many hats throughout the firm’s growth. Outside of work, she enjoys traveling, hiking, reading, knitting, playing keyboard and singing in her church choir, and practicing martial arts, where she holds a third-degree black belt in MMA.
Sasan Faiz is the Managing Director of Investments at Morton Wealth, where he applies his 33 years of market expertise to uncover unique opportunities for portfolio growth and resilience. At this year’s Investor Symposium, Sasan will dive into two distinct areas of the investment landscape: exploring unconventional alternative assets—from whiskey to marinas—that can offer true diversification and potential for outsized returns, and examining gold’s enduring role as a stabilizing force in volatile markets. With a background that spans aerospace engineering to Merrill Lynch’s fixed income group, Sasan brings a rare blend of quantitative rigor and big-picture perspective to every investment decision. Outside the technical side of markets, he remains grounded in Morton Wealth’s mission to help clients get more life out of their wealth.
Chris Galeski joined Morton Wealth in 2018 and brings over 15 years of experience helping high-net-worth individuals align their financial strategies with their personal goals. At this year’s Investor Symposium, Chris will share insights on defining your “number” for retirement, guiding families in meaningful conversations about wealth and legacy, and evaluating real estate funds to determine their fit within a diversified portfolio. His background includes extensive work in financial planning, benefits optimization, and executive compensation during his time as Vice President, Executive Planning Consultant at Fidelity Investments, serving executives in the entertainment and aerospace industries. Before entering finance, Chris spent six years as a professional golfer, an experience that shaped his focus, discipline, and ability to perform under pressure. He holds a Bachelor of Arts in economics from San Diego State University, where he also competed on the Division I men’s golf team.
Stacey McKinnon, CFP® is COO, CMO, and Wealth Advisor at Morton Wealth, where she is dedicated to ensuring clients feel confident in their future, her team finds fulfillment in their careers, and families leave financial conversations with greater connection and clarity. At this year’s Investor Symposium, Stacey will guide attendees through two key real estate-focused decisions: evaluating housing options in retirement that balance comfort, connection, and financial clarity, and assessing the opportunities and challenges of purchasing a second home or investment property. Drawing on her diverse career background—from wedding planning to fitness instruction—Stacey brings empathy, empowerment, and practical insight to help clients align lifestyle aspirations with financial strategy.
Meghan Pinchuk is the Chief Investment Officer at Morton Wealth, where she leads the investment team in building resilient portfolios grounded in the firm’s three core investment tenets: risk management, true diversification, and cash flow. At this year’s Investor Symposium, Meghan will explore how investing in essential housing can provide both stable returns and meaningful social impact. Drawing on her expertise in asset class evaluation, portfolio management, and sourcing unique opportunities, she will share insights into how this sector fits into a well-diversified investment strategy. Meghan is also part of the firm’s executive leadership team and board of managers. Outside of work, she enjoys fencing, reading, and swimming with her two young children. She holds a Bachelor of Arts in English from UCLA, is a CFA® charterholder, and a CERTIFIED FINANCIAL PLANNER™ professional.
Kevin Rex is known for making financial planning feel personal, practical, and sometimes even fun. Passionate about turning complex concepts into clear, actionable strategies, Kevin helps people create plans that adapt to life’s curveballs and reflect what matters most to them. At this year’s symposium, he will share insights on designing financial strategies that go beyond the numbers, built on intentional listening, real-life relevance, and a healthy dose of humor. Outside of work, Kevin serves on the board for Interface Children & Family Services, loves spending time with his wife and three kids, plays basketball whenever he can, and never misses a chance to explore new places.
Mike Rudow, CFP®, AIF®, CFS® is a wealth advisor at Morton Wealth who brings both strategic insight and deep empathy to the financial decision-making process. With years of experience advising business owners and their families, Mike specializes in helping clients navigate complex transitions with clarity and confidence. His background spans investment consulting, corporate benefit planning, and advanced strategies for closely held businesses. Mike draws on his personal experience and interests to explore AI tools and asset-based lending, adding value where only a trusted human advisor can truly deliver.
Jeff Sarti is CEO of Morton Wealth, where he leads a mission to empower better investors and build a firm where people love to work. Jeff is the author of The Healthy Skeptic, a quarterly publication that challenges conventional thinking in the financial industry. In this session, he’ll share how curiosity, caution, and conviction guide Morton’s investment philosophy—and why asking better questions is key to long-term success. Jeff holds degrees from Stanford and UCLA Anderson and is a CFA® charterholder. He was named one of the 200 Most Influential People in Finance and Insurance by the Los Angeles Business Journal in 2024.
Joe Seetoo, CFA®, CFP®, CEPA®, is a Partner and Wealth Advisor at Morton Wealth with over 23 years of experience guiding business owners and high-net-worth families through major life transitions. As the architect behind Morton’s Strategist offering, Joe specializes in helping clients define their financial “number” and align their wealth with a deeper sense of purpose. He is the Founder and President of the Conejo Valley chapter of the Exit Planning Institute and is widely recognized for his leadership in the local business community.
Eric Selter is a Senior Partner at Morton Wealth, celebrating 26 years with the firm. Drawing on decades of experience across all types of market environments, Eric helps clients make informed decisions that reflect their unique goals, fears, and values. At this year’s Investor Symposium, he will explore two areas where strategy meets purpose: guiding families through meaningful conversations about money, values, and legacy, and examining how lending in the food sector can deliver steady cash flow while offering resilience in uncertain markets. A lawyer by training and former leader of one of the nation’s premier employee leasing firms, Eric brings both analytical skill and human insight to his work. A graduate of the University of Southern California and Loyola Law School, he also holds a private pilot’s license and often likens the view from the air to Morton Wealth’s investment philosophy: it’s a whole different perspective from up there!
Brian Standing is a Wealth Planner at Morton Wealth, where he advises clients on all aspects of legacy planning, including generational wealth transfer, charitable giving, gift and estate tax strategies, and business succession. In addition to his role at Morton, Brian founded and continues to run an estate planning law firm, serving clients as trust and estate counsel. At this year’s Investor Symposium, he will share strategies for transferring wealth wisely and how to design legacies that protect families, preserve values, and stand the test of time. A Certified Specialist in Estate Planning, Trust, and Probate Law by the State Bar of California Board of Legal Specialization, and a CERTIFIED FINANCIAL PLANNER™ professional, Brian brings both legal precision and a human touch to complex planning conversations. Outside of work, he enjoys spending time with his family, playing hockey and tennis, coaching soccer, reading, and thinking about Bitcoin.
Bruce Tyson has been advising clients since the early days of the Reagan administration, while simultaneously navigating decades of child-rearing. Over his career, he’s weathered Black Monday, the dot-com boom and bust, and the Great Financial Crisis, bringing a steady, long-term perspective to investing and risk management. At this year’s symposium, he will be drawing on his decades-long expertise to explore current real estate trends and opportunities.
He earned his B.A. in literature and art from Wesleyan University and enjoys spending time with his two daughters, traveling, attending concerts, and reading financial publications.
Jennifer's journey reflects both her professional dedication and personal passions. Born and raised in Southern California, she ventured to Atlanta, GA in the mid-90’s and later settled in Richmond, VA. There, she balanced a focus on higher education, family life, and career development. Although she embraced her life in each city, her heart remained in California, prompting her return in 2009. Jennifer has built her 20-year career in wealth management beginning at Genworth Financial, where she specialized in annuities. Over the years, she has held various managerial positions at independent wealth management firms before transitioning into an advisory role. Her pursuit of lifelong learning led her to earn a master’s degree from California Lutheran University and obtaining her CDFA® certification. Outside of her professional life, Jennifer most enjoys traveling and spending time with her family. Additionally, she is a devoted long-distance runner. She combines these passions with a bold goal: to complete a marathon on every continent and a half marathon in all 50 states.
Sophie Leahy, CFP®, MBA, is a Wealth Advisor at Morton Wealth who helps clients define and achieve their life and financial goals. With experience in global banking, financial planning, and advisory roles in the United States, Europe, and Asia, she brings a unique cross-cultural perspective to wealth management. At this year’s Investor Symposium, Sophie will share insights on how different generations from Boomers to Gen Z approach wealth, retirement, and trends like the FIRE movement, and how these perspectives shape family dynamics and financial planning. She values clarity, connection, and lifelong learning, and enjoys competitive paddling, traveling, and time with her husband and three children.
Beau Wirick, Wealth Advisor and leadership team member at Morton Wealth, combines strategic financial expertise with a deep understanding of human behavior to help clients navigate complex decisions with clarity and confidence. Drawing on a background in business, coaching, and relationship dynamics, Beau specializes in translating big-picture trends—such as the impact of AI on investing, generational differences in wealth perspectives, and the importance of healthy skepticism—into actionable strategies tailored to clients’ goals. His approach blends curiosity, analytical rigor, and emotional intelligence, ensuring that every conversation leaves people feeling informed, empowered, and understood.
Austin Overholt, Wealth Advisor at Morton Wealth, helps individuals and families align their financial plans with their life goals. With experience spanning private investments, client services, and advisory support, he offers a unique perspective on how different generations from Boomers to Gen Z approach wealth, retirement, and trends like the FIRE movement. A Marine Corps veteran with degrees from California State University, Channel Islands and Pepperdine University, Austin combines disciplined service with a passion for helping clients navigate family dynamics and achieve lasting financial success.
Brittany Yudkowsky joined Morton Wealth in September 2010. While originally born on the East Coast, she graduated magna cum laude from the University of California, Los Angeles, with a B.A. in English. Before joining Morton, she worked in book publishing in Southern California and New York. During her time at Morton, Brittany has held various positions from alternative investments administration to client service to financial planning advisor. As the first team member dedicated to financial planning, she helped build out the financial planning team, offering, and internal training program. In addition to financial planning, she now focuses on building out the education program at Morton as part of our gold standard of advice initiative. As a CERTIFIED FINANCIAL PLANNER®, Brittany is passionate about financial planning and financial education and literacy.Financial knowledge is essential to leading a more fulfilling life, and her focus—as well as Morton’s—is to empower others through education. She is a member of Morton’s Charitable Committee, focusing on pro-bono planning and financial literacy for nonprofit organizations. In her free time, she enjoys dancing salsa and bachata with her dance community and spending time with her dog walking along the beach where they live on the Westside.
Ian Rennick is a Wealth Advisor at Morton Wealth with over four years of experience in the financial services industry. He works closely with clients to align their financial strategies with the life they want to create, ensuring their plans support both present needs and long-term aspirations. Known for bringing fresh perspective and genuine enthusiasm, Ian fosters strong relationships built on trust and collaboration. His approach combines technical knowledge with a people-first mindset, helping clients feel confident and empowered in their financial decision-making. He will be exploring diversified credit strategies at this year’s symposium.
Morton Capital Management, LLC dba Morton Wealth (“Morton”) is an Investment Advisor registered with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training.
Information presented is provided solely for educational purposes and does not constitute an offer or solicitation with respect to the purchase of any security or asset class. These presentations do not take into account the specific investment objectives, financial situation or particular needs of any specific person. They are subject to change without notice and should not be relied on for investment advice. You should consult with your attorney, finance professional or accountant before implementing any transactions and/or strategies concerning your finances.
The views expressed in these presentations are the independent observations and views of the speaker and not, necessarily, of Morton Wealth. Presentation at a Morton event does not constitute an endorsement of the presenter’s views, products or services.
References to specific investments are for illustrative purposes only and should not be interpreted as recommendations to purchase or sell such securities. Many of the investment opportunities discussed are only available to eligible clients and can only be made after careful review and completion of the applicable Offering Documents. Each investment opportunity is unique, and it is not known whether the same or similar type of opportunity will be available in the future. It should not be assumed that Morton will make investment recommendations in the future that are consistent with the views expressed herein.
Targets or other forecasts contained herein are based upon subjective estimates and assumptions about circumstances and events that may not yet have taken place and may never take place. Many factors affect performance, including changes in market conditions and interest rates and changes in response to other economic, political, or financial developments.
Although the information contained herein is from sources deemed to be reliable, Morton makes no representation as to the adequacy, accuracy or completeness of such information and it has accepted the information without further verification.
There is no guarantee that the investment objective of any of the strategies discussed will be achieved. Past performance is no guarantee of future results. All investments involve risk, including the loss of principal.
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