Retirement planning and finding fulfillment

Intentional Wealth Update with Morton Brown Family Wealth

In this episode, Katie Brown introduces the team to a concept of Sigmoid curves as a function of personal growth and applying it to finding fulfillment in retirement. Dennis, Cody, and Katie segue into finding community and how it can drive energy and inspiration throughout the personal growth lifecycle.

As mentioned, Katie Brown is pursuing her designation as a Chartered Advisor in Philanthropy® (CAP®). This designation provides a common body of knowledge and a shared credential to professionals assisting families who desire to integrate charitable giving into their financial plan. The coursework spans the arts and sciences of philanthropic planning, including taxation, finance, fundraising, purposeful planning, family dynamics, psychology, and strategic philanthropy.

Featured Advisors:

• Kathryn Brown, CFP®, ChFC® - Connect on LinkedIn
• Dennis Morton, CFP®, ChFC® - Connect on LinkedIn
• Cody Demmel, CFP® - Connect on LinkedIn

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