AFO|Wealth Management Forward

Merging Healthcare and Financial Planning w/ Christine Simone

Nov 16, 2023
Christine Simone, CEO of Caribou Wealth, revolutionizes healthcare management for advisors. Only 14% of Americans understand healthcare insurance terms. Proactive planning for rising healthcare costs is essential. Integrating healthcare planning with financial advice is crucial. Simone emphasizes the importance of healthcare planning for the next generation.
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