Susan O’Brien, Net Worth Thinking (Episode 250) | 17 February 2021 episode artwork

EPISODE · Feb 18, 2021 · 1H 6M

Susan O’Brien, Net Worth Thinking (Episode 250) | 17 February 2021

from Calgary Business Podcast · host Allen R. Wazny

Susan combines a 23-year career as a BMO Nesbitt Burns wealth advisor with a customized approach to providing financial advice to individuals and their families. Susan seeks to have “money conversations” clients and potential clients that are “relevant” to their situation and circumstances. In a world that is continually “Cash-less”, that conversation will differ if it is with your child deciding on a how to “pay” for a new mobile device or considering the implications of whether grandma will obtain “in-home’ care or move to an assisted-living home.  To find out more about Susan and her innovative and collaborative approach to wealth management, click on one or more of the links below:  §§§  Susan O’Brien Group Website: https://www.networththinking.com/ Linkedin: https://www.linkedin.com/company/net-worth-thinking Facebook: https://www.facebook.com/networththinking A New Way Forward book: https://www.amazon.ca/New-Way-Forward-Wealth-Management/dp/1949639398 Will I run out of money in retirement? Find out in a quiz: https://www.networththinking.com/calgary-retirement-planning/ Free book! https://www.networththinking.com/a-new-way-forward-for-wealth-management/ Upcoming Webinars: https://www.networththinking.com/webinar/ Google Page: https://g.page/susan-o-brien-group-calgary?share Media Kit: https://www.networththinking.com/media-kit/# §§§ Susan O’Brien on LinkedIn | https://www.linkedin.com/in/susan-o-brien-/ Amazon link to Susan’s book “A New Way Forward For Wealth Management: Net Worth Thinking” | https://amzn.to/2OQrwmP §§§ Financial planning | Wealth management | Money manager | money equation | Financial education | Personal financial planning | HNWI | Family office | Estate planning | Investing | Money matters | Family investing | Children's Education | 

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Susan O’Brien, Net Worth Thinking (Episode 250) | 17 February 2021

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