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Coffee with Katie

Coffee With Katie

“Coffee with Katie” was born from a desire to change the conversation and make the topic of finance more inviting and palatable for women. In-person sessions and video recaps are hosted by Kathryn M. Brown, CFP®, ChFC®, Principal and Co-Founder of Morton Brown Family Wealth.

Coffee With Katie - Revisiting Your Balance Sheet

In her latest Coffee With Katie episode, Kathryn Brown discusses the importance of maintaining and consistently reviewing your personal Balance Sheet. Making confident financial decisions starts with knowing what you ...own and what you owe. Katie challenges viewers to keep it simple because fewer moving pieces equals LESS STRESS.

Important Disclosures: https://www.mortonbrownfw.com/important-disclosures/
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