))
Retirement planning and finding fulfillment
Manage episode 333600524 series 3355902
Contenido proporcionado por Morton Brown Family Wealth. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Morton Brown Family Wealth o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
In this episode, Katie Brown introduces the team to a concept of Sigmoid curves as a function of personal growth and applying it to finding fulfillment in retirement. Dennis, Cody, and Katie segue into finding community and how it can drive energy and inspiration throughout the personal growth lifecycle.
As mentioned, Katie Brown is pursuing her designation as a Chartered Advisor in Philanthropy® (CAP®). This designation provides a common body of knowledge and a shared credential to professionals assisting families who desire to integrate charitable giving into their financial plan. The coursework spans the arts and sciences of philanthropic planning, including taxation, finance, fundraising, purposeful planning, family dynamics, psychology, and strategic philanthropy.
Featured Advisors:
- Kathryn Brown, CFP®, ChFC® - Connect on LinkedIn
- Dennis Morton, CFP®, ChFC® - Connect on LinkedIn
- Cody Demmel, CFP® - Connect on LinkedIn
Click here for Important Disclosures
5 episodios
Compartir
