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The Need for Structure | A Conversation with Kirk Cassidy
Manage episode 379304388 series 3480112
תוכן מסופק על ידי Julia Healey. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Julia Healey או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
The Need for Structure | A Conversation with Kirk Cassidy
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🎧 About the Episode:
Kirk Cassidy is the President and CEO of Senior Planning Advisors and Strategic Investment Advisors. He is a fiduciary who holds a Series 65 securities license, as well as a life insurance license in Michigan and many other states. In addition, Kirk is an advisory board member for a $6.5 billion institutional money management firm. Over the years, Kirk has helped thousands of people all over the country retire with a comprehensive retirement plan that best fits their needs. In the episode, Kirk discusses how his personal journey has influenced his professional and philanthropic endeavors and discusses the importance of structure and planning. Please remember to like, share, and leave a comment below to support Kirk and his impactful work.
Retirement Education Foundation is a Fiscally Sponsored Program of United Charitable, a registered 501(c)(3) public charity. Retirement Education Foundation (REF) provides education to seniors on the essential aspects of retirement to provide the tools to preserve their wealth, protect their health, and achieve their retirement goals. The program also helps seniors make a legacy plan for their heirs and avoid costly mistakes in estate planning. The program was created by and is administered by REF Financial Instructors.
🔗 Connect with Kirk:
Senior Planning Advisors Website
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