Consider a Career in Financial Planning Part 1 Consider a Career in Financial Planning Part 2 Dominique J. Henderson Sr. CFP® has been in the financial services industry since 1998. Ever since he attended elementary school, he was passionate about helping people “win with their money.” With over two decades of experience in the financial […]
Category: Podcast (page 2 of 2)
Dr. Chien interviewed Dr. Kathleen M. Rehl, Ph.D., CFP®, CeFT®, on January 18, 2022, at 2 PM PST on Assist Clients to “Give It Twice” with a T-CRUT. There are several options to help secure your family’s future while living off your retirement. Is it possible to protect future inheritance money while giving charity gifts? […]
© 2024 Next Gen Mentoring Forum
Theme by Anders Noren — Up ↑