In this episode, Shellee and Emily discuss:
Key Takeaways:
“It's good to have those conversations and have that goal setting occur first. And the more organized that you are going into that process, the easier those types of profiles become because you have a clear understanding of your balance sheet as it stands today, and how the college education process fits into your overall life plans and life goals.” — Emily Rassam
About Emily Rassam: Emily works as a Senior Financial Planner for Archer Investment Management, a 100% digital and virtual firm that serves clients nationwide.
She has a genuine passion for assisting clients in making sense of their financial lives and developing clear plans to achieve their objectives. Prior to joining Archer Investment Management, she worked for 14 years at investment firms in New York and North Carolina, where she worked with families, executives, and institutional retirement clients.
Emily is currently a mentor and run leader for Tri It for Life, an organization that encourages women of all ages and athletic abilities to train for their first triathlon. She also serves on the board of YMCA Emerging Leaders in Charlotte, as a foster home for ABC Basset Hound Rescue, and as a Regional Leader and Carolinas Chapter Chair for WIPN (WE Inspire, Promote, Network) wipn.org, a women's leadership and networking group for women in the retirement industry.
She is a Certified Digital Asset Advisor, Certified Financial PlannerTM, Chartered Retirement Plans Specialist, Accredited Investment Fiduciary Analyst, and National Social Security Advisor.
Connect with Emily Rassam:
Website: https://archerim.com/
LinkedIn: https://www.linkedin.com/in/emilyjcasey/
Connect with Shellee Howard:
Website: https://collegereadyplan.com/
YouTube: https://www.youtube.com/channel/UCr_WodPHDfSWEbiPdsRDbyQ
Twitter: https://twitter.com/gocollegeready
Instagram: https://www.instagram.com/collegereadyplan/
Facebook: https://www.facebook.com/CollegeReadyPlan/
LinkedIn: https://www.linkedin.com/company/college-ready/
Email: shellee@collegereadyplan.com
Show notes by Podcastologist: Angelica Rayco.
Audio production by Turnkey Podcast Productions. You’re the expert. Your podcast will prove it.