Ep. 53 The Financial Planning Process
- Author
- Frank Congilose
- Published
- Sat 12 Oct 2013
- Episode Link
- None
October is Financial Planning month. This week joining David and Frank is Peter Grandich of Trinity Sports and Financial Management, and author of Confessions of a Wall Street Wiz Kid. The group talks about "the Financial Planning Process" with a focus on challenges seen in the financial planning arena.
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