EPISODE · Oct 27, 2024 · 39 MIN
Live 2024 Financial Planning for Biz Owners with guest Jennifer R_ Lee
from David C Barnett Small Business and Deal Making M&A SMB · host David C Barnett
Live Financial Planning for Biz Owners New Livestream guest- Jennifer R. Lee Author, Founder of Modern-Wealth I’m happy to have Jennifer R. Lee join me on a live broadcast. Jennifer R. Lee is a Florida Financial Planner. She works mainly with women going through divorce who are or are leaving entrepreneurs. We’ll be discussing all things financial planning, how she addresses this very specific client group and the particular concerns you might have if you’re doing well in business and may be planning or afraid of a divorce!! Be sure to join live so that you can ask questions, replay will be available. See you there! David C Barnett Personal Linkedin: linkedin.com/in/jennifer-lee-awma®-aif®-1b5aa56 Website: https://modern-wealth.com/ LinkedIn: https://www.linkedin.com/company/modern-wealth-llc/ The case studies in this podcast were based upon individual client experiences and may not be representative of the experience of other customers and should not be considered a guarantee or indication of future performance or success. Be sure you're on the email list at https://www.DavidCBarnettList.com
What this episode covers
Live Financial Planning for Biz Owners New Livestream guest- Jennifer R. Lee Author, Founder of Modern-Wealth I’m happy to have Jennifer R. Lee join me on a live broadcast. Jennifer R. Lee is a Florida Financial Planner. She works mainly with women going through divorce who are or are leaving entrepreneurs. We’ll be discussing all things financial planning, how she addresses this very specific client group and the particular concerns you might have if you’re doing well in business and may be planning or afraid of a divorce!! Be sure to join live so that you can ask questions, replay will be available. See you there! David C Barnett Personal Linkedin: linkedin.com/in/jennifer-lee-awma®-aif®-1b5aa56 Website: https://modern-wealth.com/ LinkedIn: https://www.linkedin.com/company/modern-wealth-llc/ The case studies in this podcast were based upon individual client experiences and may not be representative of the experience of other customers and should not be considered a guarantee or indication of future performance or success. Be sure you're on the email list at https://www.DavidCBarnettList.com
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Live 2024 Financial Planning for Biz Owners with guest Jennifer R_ Lee
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