Our event invites you to explore the holistic dimensions of self-care, aiming to help you feel grounded, calm, and intentional in your everyday life.

This webinar features Robin Young discussing the personal and financial aspects of retirement. It emphasizes the importance of integrating personal values and emotions with financial planning for a fulfilling retirement.

Financial success is viewed in our culture as the only real indicator of our worth. However, success only looks at the numbers, and neglects the other components that contribute to financial health. In this interview, Julie and Kathleen discuss what it means to be truly happy with your relationship with money and the steps you can take to be more mindful around money.

What does it take to help a client who’s grieving? When someone is mourning the loss of a spouse, parent, or other family member or friend, advisors need to provide empathy as well as financial guidance. In episode nine, Robin Young joins the Beyond the Portfolio podcast to discuss her specialization serving women in moments of transition, especially widows, which often brings her face-to-face with clients who are grieving. Learn her advice for how to handle these types of emotional situations by listening here.