Old Fashioned Finance

Alphabet Soup: Designations That Matter


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The Drink: The ABC Cocktail

The Topic: Professional Designations
Have you ever looked at your financial advisor’s business card and wondered what all the letters behind their name means? On today’s show Caleb and Jason discuss some of the most commonly used financial/ professional designations, what they mean, and how they apply to you as a client.

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Old Fashioned FinanceBy Blue Jay Financial Group

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