Get to know Shawn O'Keefe and his journey from delivering newspapers as a child to becoming a financial planner. The guest shares his passion for sales and helping people, and how he got started in the financial industry. He also discusses the satisfaction he finds in his work and his involvement in charitable activities. The conversation highlights the importance of having the right attitude and gratitude in life.



To learn more about Shawn O'Keefe go to www.gosummitwealth.com

Get to know Shawn O'Keefe and his journey from delivering newspapers as a child to becoming a financial planner. The guest shares his passion for sales and helping people, and how he got started in the financial industry. He also discusses the satisfaction he finds in his work and his involvement in charitable activities. The conversation highlights the importance of having the right attitude and gratitude in life.
 
To learn more about Shawn O'Keefe go to <a href="http://www.go">www.gosummitwealth.com</a>

You’ve worked your whole career to reach the top of the mountain, but now that you’re thinking about retirement, who will help guide you back down the trail? Each week, Shawn O’Keefe, Dan Blair, and Melissa Blair of Summit Wealth Strategies in Denver, Colorado, discuss the different topics and challenges that retirees face in today’s world. Learn about different ways to help prepare for retirement with the team from Summit Wealth Strategies.

Visit us online!

Investment advisory products and services made available through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. 3264157 - 12/23

You’ve worked your whole career to reach the top of the mountain, but now that you’re thinking about retirement, who will help guide you back down the trail? Each week, Shawn O’Keefe, Dan Blair, and Melissa Blair of Summit Wealth Strategies in Denver, Colorado, discuss the different topics and challenges that retirees face in today’s world. Learn about different ways to help prepare for retirement with the team from Summit Wealth Strategies.
<a href="https://gosummitwealth.com/">Visit us online!</a>
Investment advisory products and services made available through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. 3264157 - 12/23

The Retirement Summit

You've worked your whole career to reach the top of the mountain, but now that you're thinking about retirement, who will help guide you back down the trail?  Each week, Shawn O'Keefe, Dan Blair, and Melissa Blair of Summit Wealth Strategies in Denver, Colorado, discuss the different topics and challenges that retirees face in today's world. Learn how to prepare for retirement with the team from Summit Wealth Strategies.

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