Family Finance Meeting

Do you need to communicate financial information with your family members, but not sure where to start?

In this episode, we're talking about the benefits of having a family meeting about your financial affairs.  Sitting down with your financial advisor can set your family members up for financial success.

 Check out 2:54 to hear the story of Scott and Kris and how a family meeting with their financial advisor supported them through navigating aging parents and financial shifts. 

Learn more about Haussmann Financial here. 

This episode is hosted by Trudy Haussmann. Trudy has been in the financial services industry since 1985, graduating from the University of California, Los Angeles, with degrees in economics and political science. She is a Certified Financial Planner™ (CFP®). As president of Haussmann Financial, Trudy focuses on asset allocation analysis, retirement planning, insurance, and investment advice, providing ethical guidance free of conflicts. She also educates clients on navigating financial challenges and designs plans to safeguard savings from future expenses like long-term medical care. Trudy is a member of the Financial Planning Association and conducts seminars on various financial planning topics.

Visit our website www.haussmannfinancial.com if you would like to know more about Haussmann Financial or call us at (800)773-8700 to schedule an appointment with one of our advisors.

Trudy Haussmann, CFP®, CA Insurance License #0756590

Trudy Haussmann, CFP® is a Registered Representative with, and securities and advisory services are offered through, LPL Financial, a registered investment advisor. Member FINRA/SIPC.

Patrick Danly, Financial Advisor; CA Insurance License. #0F88078

Patrick Danly is a Financial Advisor with, and securities and advisory services offered through, LPL Financial, a registered investment advisor, member FINRA/SIPC.