Kate (Gallagher) Beattie CFP® RICP®’s Post

View profile for Kate (Gallagher) Beattie CFP® RICP®, graphic

Senior Vice President, Retirement Income Strategy at Capital Group | American Funds

Longevity planning offers ways to connect with aging clients and their families on a deeper level. In our latest podcast, learn how one practice added longevity planning leading to better asset retention and acquisition. Important disclosures: https://bit.ly/2JzEDWl

American Funds

American Funds

capitalgroup.com

To view or add a comment, sign in

Explore topics