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Planning In Advance of Grief & Loss podcast – part 1

Home Insights Podcasts

Who takes the lead in your financial relationships? Every family unit includes people with different areas of comfort in financial decision making. In times of loss, it becomes vital that survivors know enough about the family finances to take the reins when necessary. Featuring SYM’s Andy Popenfoose and Sarah Delahanty.


The opinions expressed herein are those of SYM Financial Advisors (“SYM”) and are subject to change without notice. This material is not financial advice or an offer to sell any product. SYM reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees, and objectives can be found in our ADV Part 2, which is available upon request.
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