Discovering Responsible Wealth
Discovering Responsible Wealth
Frank Congilose
Ep. 53 The Financial Planning Process
17 minutes Posted Oct 12, 2013 at 4:00 am.
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Show notes
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.