PlanStrongerTV™ Episode 405 Promo: Getting Financial Advice |
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Promo for PlanStrongerTV™ Episode 405. David Holland, CPA, CFP®, and guest, Stoy Hall, discuss how to improve financial literacy in America. The Panel examines ways to choose a financial adviser. This season's Panel of CFP® Professionals includes Stephanie Barnier, CFP®, Founder of Clear Sky Wealth; Kathy Longo, CFP®, CAP®, CDFA®, Founder of Flourish Wealth Management; and Katherine Liola, CFP®, BFA®, CRPC®, AIF®, Founder and CED of Concentric Private Wealth.
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