Discovering Responsible Wealth
Ep. 53 The Financial Planning Process
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:17:13
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Informações:
Synopsis
October is Financial Planning month. This week joining David and Frank is Peter Grandich of Trinity Sports and Financial Management, and author of Confessions of a Wall Street Wiz Kid. The group talks about "the Financial Planning Process" with a focus on challenges seen in the financial planning arena.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