Our article on Retiring Comfortably was published in the Financial Planning Association (FPA) SmartBrief Newsletter. You can read the article here: https://lnkd.in/e-He5kYS
Colleen Kelleher Sorrentino, CFA’s Post
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Global standards serve as a foundation for trust and confidence in the financial planning profession. Learn more about FPSB’s Global Financial Planning Standards: https://lnkd.in/gvJgBHsB #CFP #financialplanning
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Managing Partner and Wealth Advisor- Yuma Investment Group Wealth Management
You may have more control over 2024 than you realize. Watch our on-demand webinar, “Your New Year’s Financial Planning Resolutions” today. https://lnkd.in/gYa3YsnS
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Busting financial planning myths wide open. Learn the truth about some common financial planning misconceptions and how you can benefit from financial planning by knowing the facts. Read article: https://lnkd.in/eyva9AHw #CFP #financialplanning
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