ESTATE PLANNING, MONEY MANAGEMENT
Susan Mallin
Financial Planner and Associate Portfolio Manager,
Watt Carmichael
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About Susan
Susan Mallin is a certified financial planner at Watt Carmichael. Her focus and passion have always been on financial planning. Since 2001, Ms. Mallin has completed thousands of personalized plans for individuals. She has developed a financial planning method designed to be interactive and dynamic in order to focus on specific objectives and goals. This creates a meaningful experience, which provides advice and guidance in areas people value the most.
Susan's Videos
This engaging presentation follows the financial journeys of identical twins with identical starting points—same assets, same retirement goals, and the same time horizon. Yet, through a series of key decision points, one twin makes a number of common financial planning mistakes, while the other takes a more strategic approach. By comparing their choices side-by-side, the presentation vividly illustrates how even small missteps can lead to significantly different retirement outcomes. Attendees will gain practical insights into the importance of sound financial planning and the long-term impact of informed decision-making.
Susan Mallin
FINANCIAL AND ESTATE PLANNING
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