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This is How I Work: The Heart of Transitional Financial Planning with Robin Young
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Inhoud geleverd door Ross Marino, CFP®, CPFA, CeFT®, Ross Marino, and CPFA. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Ross Marino, CFP®, CPFA, CeFT®, Ross Marino, and CPFA of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
On this episode of Shaping Change Ross Marino talks with Robin Young, President & Partner at Northstar Financial Planning, about her path to transitional planning and how she helps clients–widows in particular–navigate difficult transitional phases of their lives.
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