8-8-21 - Kari Lyles - Planning After Loss of Spouse

Money Sense

Aug 09 2021 | 00:42:58

00:00 / 00:42:58

Hosted By

Show Notes

Anne Mank, CFP®, CPA, IHC, EIG Wealth Advisor & Wealth Coach, is joined by Kari Lyles, Owner of Second Chapter Consulting, LLC, to discuss how to navigate planning for the unthinkable and what crucial conversations need to be had in order to leave a legacy of comfort.

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