Kathy Longo's Article: Legacy Planning: The Importance of Communication has been featured on Investopedia.
By: Roya Rodieck
When 18-year-old Kathleen Longo got to Purdue in 1988, her academic ambition was guided by a fierce love of numbers. She majored in economics at the outset of her collegiate career. The field offered the interplay of numbers and ‘real world impact’ that she sought, making it the best fit for her aptitudes and interests—or so she thought.
In a serendipitous moment, a classmate at Purdue suggested she take a financial planning course, meant to introduce students to the financial planning and counseling major at large. She found herself besotted with the curriculum, and a realization swiftly materialized.
Kathy Longo recently sat down with Michael Kitces to take part in his Financial Advisor Success Podcast, and to discuss how walking away from an RIA partnership to found Flourish Wealth Management has shaped her business philosophy. In addition to discussing her upcoming book Flourish Financially: Values, Transitions, and Big Conversations (Fall '18), Kathy also gives insights into how to structure the investment management component of a financial planning firm, how to create a strong culture for growing your team, and benefits of participating in a study group.
On August 21st, at the Multigenerational Giving and Donor Advised Funds event, Kathy will present and share insights and themes from her new book: Flourish Financially: Values, Transitions, and Big Conversations.
At Flourish Wealth Management we are firm believers in the power of women to enact change in the world. That is why we are proud to be a sponsor of the 36th Annual Luncheon of Women Winning featuring guest speaker Valerie Jarrett.
For 36 years, Women Winning has raised millions of dollars and supported thousands of women candidates for higher office. This vibrant statewide movement is Minnesota’s largest and most influential women’s political organization, with 14,000 members and growing.