Welcome to “Quarterly Convo with the CIO” brought to you by FG Advisory (a wholly-owned subsidiary of Financial Gym). Shannon McLay left Merrill Lynch in 2013 and founded Financial Gym to help everyday people gain knowledge about personal finance topics typically only reserved for wealthy people working with financial advisors. For over 11 years now, Financial Gym has prided itself on “Gymsplaining” jargon and complicated financial topics so that people can make the best financial decisions based on their unique situations.  

Our “Quarterly Convo” Series is meant to take “Gymsplaining” to the next level and is an exclusive opportunity for our advisory clients to learn more about the financial markets, discuss what impacted them in the previous quarter, understand what to look out for in the next quarter and answer any other investment-related questions they have. As with all meetings with the Financial Gym team, these conversations are meant to provide a safe space to ask questions and provide clarity.  The conversations will be led by our Chief Investment Officer (CIO) Shannon McLay—a 24-year financial services veteran and Founder & CEO of both Financial Gym and FG Advisory. We welcome all current and prospective FG Advisory clients to join live or send questions in advance and watch the replay afterward.