Voluntarias Savvy Ladies
Elliott Appel, CFP®, CLU®, RLP®
Biografía del voluntario
Elliott Appel, CFP®, CLU®, RLP®, is the founder and financial planner of Kindness Financial Planning, LLC, a fee-only firm that helps widows and caregivers gain control of their financial life. His expertise is in helping widows and caregivers navigate health events, retirement planning, tax planning, investing, and balancing the technical side of planning with the emotional side of money.
Áreas de especialización (especificadas por el voluntario)
Planificación de la jubilación, planificación fiscal, asesoramiento en inversiones para viudas y cuidadores.
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