HOLIDAY GATHERINGS: SPARKING FAMILY CONVERSATIONS ON FINANCIAL LEGACY
Written by Anna Shea ChFC®, ADPA®, and Tyrel Lacey CFP®, ChFC® Holiday Gatherings: Sparking Family Conversations on Financial Legacy As
October 24, 2024
By always being ready to listen and learn. This best positions me to hear what’s at the heart of any client’s questions, concerns and situations.
The relationships we build with our clients. Getting to know someone’s goals and desires for life, and being a part of their financial decisions, is a great honor. I find a lot of joy in learning about the ever-changing landscape of the personal finance world, and finding ways it all fits into, and helps enhance, our clients’ lives.
You will find me outdoors! I am an avid hiker, and love to stay active. I enjoy attending local community events, trying out new restaurants and traveling to warmer weather locales.
Written by Anna Shea ChFC®, ADPA®, and Tyrel Lacey CFP®, ChFC® Holiday Gatherings: Sparking Family Conversations on Financial Legacy As
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