Calgary Business Podcast

Susan O’Brien, Net Worth Thinking (Episode 250) | 17 February 2021

Informações:

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