A presentation focusing on financial planning strategies involving same-sex couples. This presentation was recorded live at the College for Financial Planning’s 2013 National Conference.
Financial Planning Perspectives Audio Series
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The Timeless and Timely Nature of Story: Understanding Your Story and Helping Your Clients Find Theirs
A presentation on how origin stories can be applied to advisors and clients. This presentation was recorded live at the College for Financial Planning’s 2013 National Conference.
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