Lifestyle Financial Planner at Creative Lifestyle Planning| providing financial planning focussed on your life providing 🌟Peace of mind 🌟Retire and plan with purpose 🌟Divorce planning 🌟GEN-Z future planning
Looking forward to attending Advisor2X shift 2024, AI is coming so looking forward to this session and how we can utilise it within lifestyle financial planning. #shift2024 #lifestylefinancialplanning #ai #humanfirst
Are you signed up for SHIFT 2024 yet? Because you're going to want to make sure you don't miss Susan Bradley's sessions. The successful founder of Sudden Money® Institute, Susan will be leading an intimate session on the topic of #AI for Financial Advisors and The FTI Conference Retreat, an exclusive event for Financial Transitionist attendees. Don't miss out on meeting Susan! Register for SHIFT here: https://lnkd.in/g-AzJKij
