YFP 278: YFP Planning Case Study #4: Selling a Pharmacy and Leaving a Legacy Before Transitioning Into Retirement

YFP Co-Founder & Director of Financial Planning, Tim Baker, CFP®, RLP® is joined by YFP Planning Lead Planners, Kelly Reddy-Heffner, CFP®, CSLP®, CDFA®, and Robert Lopez, CFP®, to discuss selling a pharmacy and leaving a legacy before transitioning into retirement. 

Links Mentioned in Today’s Episode

• YFP Planning: Financial Planning for Pharmacists
• Schedule a free Discovery Call with YFP Planning
• Case Study #4 Summary Sheet
• Your Financial Pharmacist Disclaimer and Disclosures