Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals

Part Two: The Office Education Series


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Mitch and Hannah join Nate in the booth once again to update us on their current educational pursuits-- Mitch is getting his CFP and Hannah is studying for the Series 65 exam. Topics covered include designations, estate planning, what’s next, and a strikingly handsome new associate producer named Alf.
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Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsBy Walkner Condon Financial Advisors

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