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YFP 278: YFP Planning Case Study #4: Selling a Pharmacy and Leaving a Legacy Before Transitioning Into Retirement
Manage episode 344722850 series 1474130
YFP Co-Founder & Director of Financial Planning, Tim Baker, CFP®, RLP® is joined by YFP Planning Lead Planners, Kelly Reddy-Heffner, CFP®, CSLP®, CDFA®, and Robert Lopez, CFP®, to discuss selling a pharmacy and leaving a legacy before transitioning into retirement.
Links Mentioned in Today’s Episode
635 afleveringen
Manage episode 344722850 series 1474130
YFP Co-Founder & Director of Financial Planning, Tim Baker, CFP®, RLP® is joined by YFP Planning Lead Planners, Kelly Reddy-Heffner, CFP®, CSLP®, CDFA®, and Robert Lopez, CFP®, to discuss selling a pharmacy and leaving a legacy before transitioning into retirement.
Links Mentioned in Today’s Episode
635 afleveringen
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