Serving the Underserved: Delivering Financial Planning to the Underserved Population
A presentation focusing on financial planning for underserved populations. This presentation was recorded live at the College for Financial Planning’s 2013 National Conference.
Serving the Underserved: Delivering Financial Planning to the Underserved Population
A presentation focusing on financial planning for underserved populations. This presentation was recorded live at the College for Financial Planning’s 2013 National Conference.