Knowledge Bureau Highlight: Kathy Lloyd

Meet Kathy Lloyd, MFA Succession and Estate Planning Specialist.

Kathy Lloyd has been been in the Financial Planning/ Insurance industry for over 40 years.

Kathy often works with insurance licensed advisors and sometimes CU members who own very successful businesses throughout Saskatchewan and Manitoba.

"I am often invited to meet with farming families to discuss their exit strategies," she said.

"The Master Financial Advisor course provided me with new ideas to better facilitate these planning meetings with business owners at their mature secure stage of their business lives."