EPISODE · Aug 18, 2021 · 17 MIN
E62: Part Two: The Health-Wealth Connection with Financial Planner Kathy McMillan
from The Bright Side of Longevity (Hosted by Dr. Roger Landry, MD, MPH) · host Masterpiece
Kathy McMillan has nearly 30 years of experience in personal financial management and is a Certified Financial Planner (CFP®), Registered Financial Planner (RFP), Certified Financial Divorce Specialist (CFDS), and Chartered Investment Manager (CIM®). Kathy is one of the first individuals in Canada to have trained with the Sudden Money Institute in Florida specifically to develop unique skills in order to assist individuals undergoing personal and financial transition and is a Certified Financial Transitionist (CeFT®). Today’s topic is about The Health-Wealth Connection. In part 2 of this 2-part episode, Kathy discusses the holistic value in charitable giving, in mentoring, and in taking the first step toward financial wellbeing. How to get in touch with Kathy:Website: https://web.richardsonwealth.com//kathy.mcmillan/Email: [email protected] questions and comments about this episode, please email: [email protected]
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E62: Part Two: The Health-Wealth Connection with Financial Planner Kathy McMillan
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