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

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Manage episode 329741182 series 2946070
Indhold leveret af Ross Marino, CFP®, CPFA, CeFT®, Ross Marino, and CPFA. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Ross Marino, CFP®, CPFA, CeFT®, Ross Marino, and CPFA eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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.

  continue reading

74 episoder

Artwork
iconDel
 
Manage episode 329741182 series 2946070
Indhold leveret af Ross Marino, CFP®, CPFA, CeFT®, Ross Marino, and CPFA. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Ross Marino, CFP®, CPFA, CeFT®, Ross Marino, and CPFA eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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.

  continue reading

74 episoder

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