On this show, we talked about what needs to happen when a loved one dies, how to get started, get organized and put an actionable plan together, as well as dealing with emotions with Jennifer Luzzatto, CFA, CFP and Financial Advisor with Summit Financial Partners. Listen to learn the steps to manage through the death of a loved one!
For the Difference Making Tip, scan ahead to 17:40!
You can learn more about Jennifer at SummitFinancialPartnersRVA.com, and LinkedIn.
For a copy of Jennifer’s book, click HERE
Interested in starting your own podcast? Click HERE
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