Why Financial Planning Is Needed Now More Than Ever - a podcast by Financial Planning Association

from 2019-12-03T09:08:37

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Trudy Turner, CFP® brings over a decade of experience in wealth management, tax planning, insurance underwriting, and public accounting. Here, she shared her insights on careers within the profession, the impact of diversity inclusion, where she sees the profession going, and her mantras for success.

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Further podcasts by Financial Planning Association

Website of Financial Planning Association