Hosted by Deanne Gage
Featuring Julia Chung
November 15, 2023
Globe Advisor reporter Deanne Gage hosted Julia on a LinkedIn Live event on Wednesday, November 15th to chat about how Financial Planning has evolved in the last five years and the tangible advice needed to make a difference in a client’s life. Watch the full discussion here.
“Financial planning is a verb, not a noun. People are looking for guidance and tools to make great decisions, not just about investments.”
– Julia Chung
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Co-Founder, Sr. Financial Planner at Spring Financial Planning
With twenty six years' experience in the financial services industry, education in personal and corporate finance, business and family law, cross border planning, family dynamics, insurance, risk management, operations management, and strategy, Julia is a powerhouse financial planner committed to simplifying complex ideas into concrete, practical application.
Latest posts by Julia Chung (see all)
- The complexity of modern financial planning - November 16, 2023
- 2023 November Update - November 15, 2023
- Multi-Generational Housing and the Golden Girls Dream - October 30, 2023