Segment 1 (4:46): We start the show with Suzanne Defossess-Gillam, owner of Touching Hearts at Home, as we continue our 12 part series with her called “The New Normal for Seniors.” First hear the proactive steps she took right as COVID-19 started to protect her clients and caregivers. She shares the PPE that were hard for her to get a hold of and how she took care of it on her own. Then hear if any of her clients or caregivers contracted COVID-19. Finally, hear her plan on protection and PPE going forward. To learn more about their amazing services, please visit HERE!
Segment 2 (20:33): Next we welcome Steve Elwell- partner and CFP of Level Financial Advisors. First they discuss why time is our most available asset and how a good financial planner can save you time. Steve also shares how they can save you worry, too. Next hear how often you would meet with your financial planner. Finally, hear what you should have prepared and bring to your first meeting with them. To learn more on how they can help you please visit HERE!
Segment 3 (34:09): Then Linda welcomes Brad, Brian, Alisa and from The Stamm Law Firm. First they introduce Alisa and share with his her role in the firm. Then they share how they are re-opening into Phase 4 and how it is allowing some person to person meetings. They are also still taking precaution to protect themselves and their clients. Next hear how it is a great time to come in and talk to them about wills, estate planning, and more! Finally, hear what you need to bring in if you are working on your will with them. To learn more about everything they can help you with please visit HERE!
Segment 4 (49:37): We wrap up the show with Joe, Amy, and Joe from Andrew’s Estate Service. Today we are answering questions from our listeners! Tune in to hear how they handle selling collections, how rusted items do not sell anymore, and if they keep track of what they sell and donate from a client. To learn more about all of the services they offer that can help you, please visit HERE!