Tag: Money

Year End Investment Planning – Jeremy Witbeck

Here is a transcript of the webinar: Cindy Grether:  Good morning everyone. Today’s presentation “Year End Investment Planning” is brought to you by California Lutheran University’s financial planning program. We have one of our instructors who is presenting today, it’s Jeremy Witbeck. Jeremy is also an alum of the program. He received his MBA and […]

Decipher™ : Discover How you Think About Money – Linda Clayton, MBA, CFP®

Linda Clayton talks about a new software called Decipher, helping CFP’s understand clients.