Lori and Jon are talking all things Wills & Estates this week! They are joined by Rose Shawlee, a lawyer from Harper Grey, to provide important legal insight. Rose provides great advice on choosing the best executor, the importance of having an up-to-date Will and Power of Attorney, as well as how to plan for the unexpected.Enjoy!<hr> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.

Lori and Jon are talking all things Wills & Estates this week! They are joined by Rose Shawlee, a lawyer from Harper Grey, to provide important legal insight. Rose provides great advice on choosing the best executor, the importance of having an up-to-date Will and Power of Attorney, as well as how to plan for the unexpected. Enjoy! Hosted on Acast. See acast.com/privacy for more information.

Lori and Jon are talking all things Wills &amp; Estates this week! They are joined by Rose Shawlee, a lawyer from Harper Grey, to provide important legal insight. Rose provides great advice on choosing the best executor, the importance of having an up-to-date Will and Power of Attorney, as well as how to plan for the unexpected.Enjoy! Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer">acast.com/privacy</a> for more information.

Wills & Estates Part 1 ft. Rose Shawlee

Hi and welcome to Ready, Set, Retire! An audio guide packed with information to help you achieve a successful retirement!&nbsp;Senior Portfolio Manager and Investment Advisor Lori Pinkowski and her co-host Jon McComb are here to talk about everything from financial and estate planning, to travel, hobbies, health matters, and so much more. Whether you’re thinking about your retirement…or already living your retirement dreams….Ready, Set, Retire is for you! <h6>The comments and opinions expressed in this podcast are the results of work done by Lori Pinkowski. They may differ from the opinion of Canaccord Genuity’s Research, and should not be considered as representative of Canaccord’s beliefs, opinions, or recommendations. All views expressed in this podcast are provided for informational purposes only and do not constitute an offer or solicitation to buy or sell any securities. </h6><h6>&nbsp;</h6><h6>CANACCORD GENUITY WEALTH MANAGEMENT IS A DIVISION OF CANACCORD GENUITY CORP., MEMBER-CANADIAN INVESTOR PROTECTION FUND AND CANADIAN INVESTMENT REGULATORY ORGANIZATION (CIRO)</h6><hr> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.

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Hi and welcome to Ready, Set, Retire! An audio guide packed with information to help you achieve a successful retirement!  Senior Portfolio Manager and Investment Advisor Lori Pinkowski and her co-host Jon McComb are here to talk about everything from financial and estate planning, to travel, hobbies, health matters, and so much more. Whether you’re thinking about your retirement…or already living your retirement dreams….Ready, Set, Retire is for you! The comments and opinions expressed in this podcast are the results of work done by Lori Pinkowski. They may differ from the opinion of Canaccord Genuity’s Research, and should not be considered as representative of Canaccord’s beliefs, opinions, or recommendations. All views expressed in this podcast are provided for informational purposes only and do not constitute an offer or solicitation to buy or sell any securities.  CANACCORD GENUITY WEALTH MANAGEMENT IS A DIVISION OF CANACCORD GENUITY CORP., MEMBER-CANADIAN INVESTOR PROTECTION FUND AND CANADIAN INVESTMENT REGULATORY ORGANIZATION (CIRO) Hosted on Acast. See acast.com/privacy for more information.

Hi and welcome to Ready, Set, Retire! An audio guide packed with information to help you achieve a successful retirement!&nbsp;Senior Portfolio Manager and Investment Advisor Lori Pinkowski and her co-host Jon McComb are here to talk about everything from financial and estate planning, to travel, hobbies, health matters, and so much more. Whether you’re thinking about your retirement…or already living your retirement dreams….Ready, Set, Retire is for you! The comments and opinions expressed in this podcast are the results of work done by Lori Pinkowski. They may differ from the opinion of Canaccord Genuity’s Research, and should not be considered as representative of Canaccord’s beliefs, opinions, or recommendations. All views expressed in this podcast are provided for informational purposes only and do not constitute an offer or solicitation to buy or sell any securities. &nbsp;CANACCORD GENUITY WEALTH MANAGEMENT IS A DIVISION OF CANACCORD GENUITY CORP., MEMBER-CANADIAN INVESTOR PROTECTION FUND AND CANADIAN INVESTMENT REGULATORY ORGANIZATION (CIRO) Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer">acast.com/privacy</a> for more information.

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Wills & Estates Part 1 ft. Rose Shawlee

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