Important Conversations

Originally posted

Good morning, as readers may know I consult directly to Financial Institutions, advisors and their clients as well as providing direct ‘Wellness Consultations’ with older adults and their families.

I was recently interviewed in Matters Beyond Wealth, by Leanne Kaufman CEO of Royal Trust. A great podcast series that I encourage you to explore.

In this latest podcast we discuss the main questions I am asked during these Wellness Consultations and how I assist families to plan ahead. It covers both the planning aspect and the cost of care. Take a listen.

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