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Sounds Like a Plan: SI and Wealth Planning Insights with Bonnie and Lynette
On this edition, Bonnie and Lynette do some myth busting when it comes to sustainable investing and financial planning. Featured are Bonnie Park, Head of Wealth Planning US, and Lynette Jefferson, Head of Sustainable Investment and Inclusive Investment Solutions, UBS Global Wealth Management. Host: Daniel Cassidy
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By Client Strategy Office
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On this edition, Bonnie and Lynette do some myth busting when it comes to sustainable investing and financial planning. Featured are Bonnie Park, Head of Wealth Planning US, and Lynette Jefferson, Head of Sustainable Investment and Inclusive Investment Solutions, UBS Global Wealth Management. Host: Daniel Cassidy
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