Rick Kagawa from Capital Resources joins us to share with you a real client situation he dealt with and his insights from working the emotional case with his elderly clients.
We are excited to have Elissa Buie join us to discuss what is financial planning. She has quite literally wrote the book (or at least 17 chapters) of the CFP Board’s Financial Planning Competency Handbook.
Laura Youngkin shares what she’s learned about Millennials as well as how to approach negotiations well as young professionals.
Hannah Moore, CFP® shares how she got started as a financial planner, her tips on becoming a professional and thoughts on succession planning.