Interview with Tom Stefaniak Certified Financial Planner (CFP®) President of Pinnacle Wealth Management Discussing the Topic of Managing Life’s Transitions
Tom Stefaniak discusses important retirement questions, including: 1) What are some of the most significant transitions people go through in your practice? 2) What role do finances play in life transitions? 3) How do expected vs. unexpected life transitions need to be addressed? The top Life Transitions discussed are: Loss of job Divorce Major Medical […]
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