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Susan Bruno - Be Prepared Not Scared - The 6Ds
MP3•Episode home
Manage episode 193137632 series 54237
Content provided by Best Ever You. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Best Ever You or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Be Prepared, not scared: Learn how to find, interpret and evault your most important documents before the 6Ds hit! Susan Bruno of DivaCFO.com joins us. Susan is a private wealth specialist creating customized solutions for high-net-worth individuals and families. Susan’s extensive expertise in estate, insurance and tax planning is the basis for the comprehensive, multi-generational plans that she develops for her individual clientele and family offices. Susan and her team work hand-in-hand with their clients to oversee the implementation and ongoing management of those programs, helping to ensure that all aspects of the planning process are working in concert. Susan is also the co-founder of DivaCFO and CollegeCFO along with her daughter Stephanie. DivaCFO.com is a women’s empowerment platform to help womentake charge of their personal finances, especially before any of the 6Ds occur: Death, Divorce, Disability, Disaster, Debt and Dementia. CollegeCFO.com is a student driven financial empowerment movement to prepare young adults ages 18-24 for a successful future. She hopes her work with women and young adults will prepare them for their next stage in life! Visit DivaCFO.com for more information.
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304 episodes
MP3•Episode home
Manage episode 193137632 series 54237
Content provided by Best Ever You. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Best Ever You or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Be Prepared, not scared: Learn how to find, interpret and evault your most important documents before the 6Ds hit! Susan Bruno of DivaCFO.com joins us. Susan is a private wealth specialist creating customized solutions for high-net-worth individuals and families. Susan’s extensive expertise in estate, insurance and tax planning is the basis for the comprehensive, multi-generational plans that she develops for her individual clientele and family offices. Susan and her team work hand-in-hand with their clients to oversee the implementation and ongoing management of those programs, helping to ensure that all aspects of the planning process are working in concert. Susan is also the co-founder of DivaCFO and CollegeCFO along with her daughter Stephanie. DivaCFO.com is a women’s empowerment platform to help womentake charge of their personal finances, especially before any of the 6Ds occur: Death, Divorce, Disability, Disaster, Debt and Dementia. CollegeCFO.com is a student driven financial empowerment movement to prepare young adults ages 18-24 for a successful future. She hopes her work with women and young adults will prepare them for their next stage in life! Visit DivaCFO.com for more information.
…
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304 episodes
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