What is Financial Planning?
22 de nov. de 2019 ·
10m 31s
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Descripción
Rob: Financial planning; why it makes sense for you, what to make sure you have, and what are the pitfalls to avoid? I'm here with Adam Buss. He's a CFP...
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Rob:
Financial planning; why it makes sense for you, what to make sure you have, and what are the pitfalls to avoid?
I'm here with Adam Buss. He's a CFP wizard with this kind of stuff. Senior Wealth and Estate Planner here at Canaccord Genuity Wealth Management. Adam, thanks for being here.
Adam:
Thanks for having me, Rob.
Rob:
All right. Adam financial plans. Who needs to have a financial plan?
mostra menos
Financial planning; why it makes sense for you, what to make sure you have, and what are the pitfalls to avoid?
I'm here with Adam Buss. He's a CFP wizard with this kind of stuff. Senior Wealth and Estate Planner here at Canaccord Genuity Wealth Management. Adam, thanks for being here.
Adam:
Thanks for having me, Rob.
Rob:
All right. Adam financial plans. Who needs to have a financial plan?
Información
| Autor | Rob Tetrault |
| Página web | - |
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