Nov 12, 2024
Families with children may have more financial challenges in the accummulation phase, but couples without kids have different challenges more often later in life. After each other, who is to become a healthcare proxy, or trustee? In this conversation our panelists include Bill & Paula Harris and co-host, Kathleen Kenealy. We discuss a variety of the challenges and possible solutions.
Bill Harris, CFP®, RMA® http://linkedin.com/in/
Paula Harris
http://linkedin.com/in/
Kathleen Kenealy
http://linkedin.com/in/
Chris Boyd, CFP®, CASL®
http://linkedin.com/in/j-