Changing Communities Through Financial Planning & Entrepreneurship

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You're a Financial Planner, Now What?

Financial Planning Association

288 episodes

9 months ago

Exploring the world of Financial Planning. Accelerating your career.

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Exploring the world of Financial Planning. Accelerating your career.

Careers

Business,

Investing

Changing Communities Through Financial Planning & Entrepreneurship

You're a Financial Planner, Now What?

3 years ago

Changing Communities Through Financial Planning & Entrepreneurship

Tremaine Wills is the Chief Operating Officer of Mind Over Money, an RIA firm. Tremaine and Hannah Moore, CFP®, discuss how she discovered financial planning, the challenges of being an entrepreneur, and how she serves the public through comprehensive financial planning and financial literacy.