Be Prepared, not scared: Learn how to find, interpret and evault your most important documents before the 6Ds hit! Susan Bruno of DivaCFO.com joins us. Susan is a private wealth specialist creating customized solutions for high-net-worth individuals and families. Susan’s extensive expertise in estate, insurance and tax planning is the basis for the comprehensive, multi-generational plans that she develops for her individual clientele and family offices. Susan and her team work hand-in-hand with their clients to oversee the implementation and ongoing management of those programs, helping to ensure that all aspects of the planning process are working in concert.
Susan is also the co-founder of DivaCFO and CollegeCFO along with her daughter Stephanie. DivaCFO.com is a women’s empowerment platform to help womentake charge of their personal finances, especially before any of the 6Ds occur: Death, Divorce, Disability, Disaster, Debt and Dementia. CollegeCFO.com is a student driven financial empowerment movement to prepare young adults ages 18-24 for a successful future. She hopes her work with women and young adults will prepare them for their next stage in life!
Visit DivaCFO.com for more information.