Women and Wealth: Planning for Retirement — Part Two With Margie, Pat, and Marla
Your Financial Plan-It · Synergy Capital Solutions
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Show Notes
While preparing for retirement, it’s important to involve your heirs in the financial planning process.
In part four of the Women and Wealth series, David Vallieres and Jordann Andrusiak once again speak with Margie, Pat, and Marla, who share the steps they are taking to prepare their next generations for a healthy financial future. They also candidly discuss their biggest financial wins and how they achieved them.
The guests discuss:
● Financial planning tips they wish they had known earlier in life
● The financial freedom you achieve after working with an advisor
● Biggest financial pitfalls of their lives and how they overcame them
● The importance of having a secure document locator while planning your estate
● And more!
Connect With David Vallieres:
Connect With Jordann Andrusiak:
Hightower Advisors, LLC is an SEC registered Investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.