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.
