Reflecting on 2024 and Anticipating 2025 with the Raskin Planning Team (Ep. 131)
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Curious about the behind-the-scenes dynamics of Raskin Planning Group? How about discovering some personal stories from the faces powering the financial planning services?
In this episode, Peter Raskin welcomes the entire Raskin Planning Group team to review 2024 and look ahead to 2025. Get to know Kathryn, Alex, Tony, and Josh as they share personal experiences and insights from the past year, ranging from exciting travel adventures to new challenges. This is a perfect opportunity to connect more closely with the team you’re entrusting your financial future to.
Peter Raskin chats with:
- Kathryn Broy on her honeymoon river cruise adventure and navigating family transitions
- Alexander LaCroce about his year in Houston and the joys of getting his first puppy
- Tony Araujo on celebrating milestones and looking forward to European travels
- Josh Durand’s track meets and balancing an active schedule as an intern
Connect with Peter and the team:
- Raskin Planning Group
- (617) 728-7433
- LinkedIn: Peter Raskin
- Facebook: Raskin Planning Group
- Twitter: Raskin Planning Group
- LinkedIn: Raskin Planning Group
- Book a Call with Peter
Kathryn Broy works on financial planning and is a Director of Planning and Client Services. She is not licensed to provide advisory services directly to a client.
This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers with any questions you may have regarding your investment planning.
Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products, or services referenced here are independent of Osaic FA.
Osaic FA, Inc. and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.
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