What is Financial Planning?
22 nov 2019 ·
10 min. 31 sec.
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Descrizione
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 meno
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?
Informazioni
| Autore | Rob Tetrault |
| Sito | - |
| Tag |
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