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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

Links Mentioned in Today\\u2019s Episode

YFP Planning: Financial Planning for Pharmacists
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Case Study #4 Summary Sheet
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