This is How I Work: The Heart of Transitional Financial Planning with Robin Young

SHIFT with Ross Marino

Ross Marino, CFP®, CPFA, CeFT®, Ross Marino, and CPFA에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Ross Marino, CFP®, CPFA, CeFT®, Ross Marino, and CPFA 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.

2y ago 16:09

MP3•에피소드 홈

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.

Connect with Robin Young on LinkedIn

Learn more about Northstar Financial Planning:
Website
LinkedIn
Twitter
Get your copy of "Shaping Change"
Connect With A2X Social:
Facebook
LinkedIn
Instagram
Twitter
Learn More About Advisor2X
©Advisor2X. All Rights Reserved.