In the conclusion of our episode highlighting the unique challenges facing women in retirement, Chris runs down the five things women need to know and is joined by Certified Financial Planner, Renee Martone-Cecil from Ameriprise Financial Services.
To connect with Renee on LinkedIn or call her at 941-907-0708.
About Renee Martone-Cecil: Renee is a Certified Financial Planner who meets with high-net-worth clients and business owners to help plan retirement income, charitable giving, education planning, and legacy planning strategies that will utilize current tax laws. She has more than 30 years of experience in banking, insurance, and financial planning.
With a degree from Stetson University, DeLand Florida and she is licensed in more than 10 states. Renee is past President of Financial Planning Association – Suncoast Chapter and is a founding member Lakewood Ranch FL Friends of the Library and Bridge Angel Investors promoting economic development in the Suncoast region through financial commitments, education, partnerships, and mentorships.
She is a mother to two college students.
Hosted By: Chris Orestis