YFP 278: YFP Planning Case Study #4: Selling a Pharmacy and Leaving a Legacy Before Transitioning Into Retirement

Published: Oct. 20, 2022, 9 a.m.

YFP Co-Founder & Director of Financial Planning, Tim Baker, CFP\xae, RLP\xae is joined by YFP Planning Lead Planners, Kelly Reddy-Heffner, CFP\xae, CSLP\xae, CDFA\xae, and Robert Lopez, CFP\xae, to discuss selling a pharmacy and leaving a legacy before transitioning into retirement.\xa0

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