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The Wisdom Years

87 members • Free

2 contributions to The Wisdom Years
🕊️ A Knowing Moment — A Softer Story
🌾 So much heaviness comes not from life itself but from the story we tell about it. When the story softens, our whole world softens with it. Invitation: What story can you soften right now?
1 like • 19d
Not knowing what my professional life, if i still want one, will look like now that I'm not longer associated with C&L Value Advisors.
Jolene Loos introduction
I just started the introduction this morning. The timing on this for me couldn't be much better. Some of you know me as one of the partners from C&L Value Advisors. We sold the practice to two young men 4 years ago. Two weeks ago I had a meeting with the new managing partner to discuss my transition out of the practice. They wanted me to sign a non-compete. I declined and told him that I planned to continue to do advisory work, but wouldn't do compliance. They terminated my contract the next morning. So, my husband, Randy, would be 100% happy if I just retired, but he knows that wouldn't make me happy. So, I'm in the process of discovering what my next chapter in my life will look like. So happy to be a part of this community!
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Jolene Loos
1
2points to level up
@jolene-loos-5902
I have been a CPA/ advisory for over 40 years. I find myself at a place where I’m not sure where my career or retirement is going to take me

Active 46m ago
Joined Sep 29, 2025
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