Bond&Devick's Podcast

Boomers Today Podcast: Benefits of Utilizing a Certified Financial Planner®

July 02, 2024
Boomers Today Podcast: Benefits of Utilizing a Certified Financial Planner®
Bond&Devick's Podcast
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Bond&Devick's Podcast
Boomers Today Podcast: Benefits of Utilizing a Certified Financial Planner®
Jul 02, 2024

RJ Devick, CFP®, Bond&Devick Wealth Partner’s CEO and Financial Advisor, was asked to join Frank Samson, founder and CEO of Senior Care Authority® for their nationally renowned “Boomers Today” podcast!

The Boomers Today podcast hand selects experts, in a variety of areas, that helps educate families about resources available to the aging boomer population. RJ was chosen among many to participate in this podcast’s topic.

RJ and Frank talked about the importance of having a Certified Financial Planner who offers comprehensive financial planning and focuses on aging and family. Something Bond&Devick has focused on for more than 40 years.




Show Notes

RJ Devick, CFP®, Bond&Devick Wealth Partner’s CEO and Financial Advisor, was asked to join Frank Samson, founder and CEO of Senior Care Authority® for their nationally renowned “Boomers Today” podcast!

The Boomers Today podcast hand selects experts, in a variety of areas, that helps educate families about resources available to the aging boomer population. RJ was chosen among many to participate in this podcast’s topic.

RJ and Frank talked about the importance of having a Certified Financial Planner who offers comprehensive financial planning and focuses on aging and family. Something Bond&Devick has focused on for more than 40 years.