Discovering Responsible Wealth

Ep. 54 The Financial Planning Process part 2

Informações:

Synopsis

Frank, David, and Peter continue their discussion this week on "the financial planning process". The group this week discuss opportunities and challenges when it comes to seeking financial planning advice. To learn more about C&A Financial Group or to consider a fulfilling career with us, visit us online at www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube