Death and Money
In our latest episode, Julie and Michelle chat with estate planner, Kristen Rajagopal and financial advisor, Charlotte Geletka, about death and money. How to revisit or perhaps, create (!), a will and how to responsibly plan for our financial futures. Charlotte Geletka is a registered representative of and offers security and advisory services through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor.