Be An Active Participant in Your Wealth Planning
Update: 2025-03-04
Description
Elaina Kim Benfield is joined by Lora Robertson, a Wealth Management Advisor at Merrill, to delve into the multifaceted world of wealth planning. Lora shares invaluable insights on the significance of understanding your assets and investments, paying yourself first, saving early and often, strategic retirement planning, and preparing for life's unexpected events.
If you'd like to connect with Lora or Elaina, you can find their LinkedIn profiles below:
Lora Robertson: https://www.linkedin.com/in/lora-robertson-89485aba/
Elaina Kim Benfield: https://www.linkedin.com/in/ekbenfield/
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