Sign up to save your podcasts
Or
Share Episode 58 — What It Means to Have Your Own Financial Family — With Charlene Nelson
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Episode 58 — What It Means to Have Your Own Financial Family — With Charlene Nelson
Do you have your own financial family to help you plan for a happily-ever-after retirement?
In this episode, Charlene Nelson, a client servicing specialist at The Retirement Solution (TRS), discusses the support she offers clients that goes beyond the call of duty — and is truly part of TRS’ family culture. This is a conversation that illuminates the exceptional care that TRS shows their clients to and through retirement.
In this episode, you’ll learn:
How Charlene got into the financial industry
What she and the TRS team do to support surviving spouses
What makes Charlene tick and how she likes to spend her off-time
And more!
Tune in now to meet Charlene and consider what it would be like to have a financial family on your side.
Resources: The Retirement Solution, Inc.
DA-001439.1
View all episodes
By Jim BlackDo you have your own financial family to help you plan for a happily-ever-after retirement?
In this episode, Charlene Nelson, a client servicing specialist at The Retirement Solution (TRS), discusses the support she offers clients that goes beyond the call of duty — and is truly part of TRS’ family culture. This is a conversation that illuminates the exceptional care that TRS shows their clients to and through retirement.
In this episode, you’ll learn:
How Charlene got into the financial industry
What she and the TRS team do to support surviving spouses
What makes Charlene tick and how she likes to spend her off-time
And more!
Tune in now to meet Charlene and consider what it would be like to have a financial family on your side.
Resources: The Retirement Solution, Inc.
DA-001439.1