Calgary Business Podcast
Susan O’Brien, Net Worth Thinking (Episode 250) | 17 February 2021
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 1:06:19
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Sinopsis
Susan combines a 23-year career as a BMO Nesbitt Burns wealth advisor with a customized approach to providing financial advice to individuals and their families. Susan seeks to have “money conversations” clients and potential clients that are “relevant” to their situation and circumstances. In a world that is continually “Cash-less”, that conversation will differ if it is with your child deciding on a how to “pay” for a new mobile device or considering the implications of whether grandma will obtain “in-home’ care or move to an assisted-living home. To find out more about Susan and her innovative and collaborative approach to wealth management, click on one or more of the links below: §§§ Susan O’Brien Group Website: https://www.networththinking.com/ Linkedin: https://www.linkedin.com/company/net-worth-thinking Facebook: https://www.facebook.com/networththinking A New Way Forward book: https://www.amazon.ca/New-Way-Forward-Wealth-Management/dp/1949639398 Will I run out of money in retirement