Sponsored by Allianz Life Insurance Company of North America
The emotional and financial upheaval caused by the Covid pandemic and its aftermath, as well as the rising uncertainty caused by world events, have changed the way those entering and in retirement think about their post-work years.
The president and founder of Xena Financial Planning in Seattle shares how a filing error caused her to lose over half her income, created stress over her future as a financial advisor and disrupted communication with close clients during the start of the pandemic. Despite it all, she persevered and started her own independent firm.
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