Measure Twice Planners
Cody Garrett, CFP® and a generous group of financial planners share their unique expertise and experience with educational conversations and deep dives.
Watch the full conversations, receive CFP Board Experience and CE hours, and learn more about Measure Twice Planners membership at MeasureTwicePlanners.com!
Measure Twice Planners
Serving Women in Transition w/ Melinda Satterlee, CFP®
Today's recorded interview is with Melinda Satterlee, a Certified Financial Planner professional and founder of Marathon Wealth Management, partnering with women business owners to help them grow their wealth and secure their family legacy. During our conversation, we'll discuss both quantitative and qualitative aspects of serving women in transition, such as divorce, empty nest syndrome, widowhood, or entrepreneurship.
You may watch our full video interview and over 30 hours of valuable educational content at MeasureTwicePlanners.com.
Thank you for listening to this conversation with Melinda Satterlee. To watch the full video version or receive CFP® CE credit, consider joining Measure Twice Planners as an official member.
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