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The Need for Structure | A Conversation with Kirk Cassidy
Manage episode 379304388 series 3480112
Julia Healey에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Julia Healey 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
The Need for Structure | A Conversation with Kirk Cassidy
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🎧 About the Episode:
Kirk Cassidy is the President and CEO of Senior Planning Advisors and Strategic Investment Advisors. He is a fiduciary who holds a Series 65 securities license, as well as a life insurance license in Michigan and many other states. In addition, Kirk is an advisory board member for a $6.5 billion institutional money management firm. Over the years, Kirk has helped thousands of people all over the country retire with a comprehensive retirement plan that best fits their needs. In the episode, Kirk discusses how his personal journey has influenced his professional and philanthropic endeavors and discusses the importance of structure and planning. Please remember to like, share, and leave a comment below to support Kirk and his impactful work.
Retirement Education Foundation is a Fiscally Sponsored Program of United Charitable, a registered 501(c)(3) public charity. Retirement Education Foundation (REF) provides education to seniors on the essential aspects of retirement to provide the tools to preserve their wealth, protect their health, and achieve their retirement goals. The program also helps seniors make a legacy plan for their heirs and avoid costly mistakes in estate planning. The program was created by and is administered by REF Financial Instructors.
🔗 Connect with Kirk:
Senior Planning Advisors Website
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The Inspired Changemakers Podcast is a platform that showcases inspiring individuals who are making a difference in the world. Each episode features a new guest, sharing their journey, insights, and projects aimed at creating positive change in their communities and beyond. Join us as we learn from these changemakers and get inspired to take action in our own lives! You can find us on:
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