The Price of Business Digital Network has a new series of outstanding commentaries from thought leaders. This is one in that series.
Kathleen A. Adams, CFP® CPWA® RMA
Kathleen Adams; Co-Founder; Second 50 Financial; CFP, CPWA, RMA. Helping successful people ensure they preserve their wealth and lifestyle when their business income stops by unlocking the income potential of their complex wealth. Important actions are: simplifying the complexity of your financial situation, building a customized professional team, and developing a consistently monitored dynamic game plan to enable the best possible second 50 years of life.
Kathleen earned her Bachelor of Science degree from Loyola University in Chicago, graduating magna cum laude. She became a CERTIFIED FINANCIAL PLANNER™ in 2003 and later obtained the Certified Private Wealth Advisor® designation from The University of Chicago Booth School of Business. In 2022, she completed the Retirement Management Advisor® program with the Investments & Wealth Institute®, focusing on personalized retirement income plans.
* Website:
https://www.second50financial.com/
* Connect with Kathleen Adams on LinkedIn:
https://www.linkedin.com/in/adamskathleen/
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