Seeking Sources: Personal Finance and Retirement Experts
Who needs to be involved in the financial and retirement planning process?
Seeking U.S.-centric certified financial planners, financial advisors, tax advisors, or CPAs to provide brief (5-7 sentences per Q) As to the following Qs:
How does planning for retirement involve the whole family?
What’s the best way to have a candid conversation with loved ones about retirement plans and how retirement might affect them financially? (How might this vary based on the family or situation - children, elderly parents/relatives, portfolio types, entrepreneurs vs. salaried employees, etc.)
Are there tips for planning for retirement with a blended family?
Share tips for planning for a global or transnational family, i.e. immigrant, expat, nuclear family that travels/works/studies abroad.
The deadline is 12pm EST, May 29.
Please email me ASAP!
If you (or someone you rep) are interested in responding, please send the answers to any/all Qs and a short bio with backlinks to my email address: nafeesah@nafeesahallen.com.
If I use your response, I will try to let you know, but I can’t promise.
(Set up a Google Alert with my name or yours, and you’ll prob catch it well before I do.)
The Fine Print:
If I’ve quoted you within the last 3 months, please do not/not respond. I want to give space to varied voices in this financial planning field.
Email with a short bio (2-5 sentences).
PR friends: Feel free to reach out with a bio AND the responses.
Underrepresented and un-agented voices are encouraged to respond!!!
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