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Retirement planning and finding fulfillment
Manage episode 333600524 series 3355902
Morton Brown Family Wealth द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Morton Brown Family Wealth या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.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
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