How important is having the proper financial conversation with your family? Extremely important! In a very spirited and insightful interview, Jackie Porter joins the show from Toronto to share her story, how she got into the financial industry, the importance of women in the industry, and her best practices for success!
MORE ABOUT JACKIE:
Jackie Porter is an award-winning financial planner who has been in the financial industry for the past 18 years serving thousands of families, established businesses, and professionals in the GTA. She also helps professionals who are experiencing a life change by receiving a settlement or severance package. Her practice focuses on cash flow management and tax planning. She is a featured speaker and advocates for numerous corporate, professional and charitable organizations.
In her role as a certified financial planner, she helps busy professionals make informed decisions by helping them to see their financial circumstances clearly. This is accomplished by working with her client's “team of advisors” to create a “360” degree snapshot of their current and future financial circumstances. In addition, Jackie specializes in helping professionals who are experiencing a life change by receiving a settlement or severance package.
Connect with Jackie at www.askjackie.sa!!!
Get your copy of "Single By Choice Or By Chance" here https://www.amazon.com/Single-choice-chance-Jill-ODonnell/dp/1554831709
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Intro/Outro music - "Minding Your Business" by Eli P
Overlay music - "Summer in NY" by Ayalia
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