Join Jamie Hopkins, Esq., MBA, CFP®, LLM, CLU®, CHFC®, RICP®, Director of Retirement Research and Managing Director of Carson Coaching as he and Preston Cherry, Ph.D., CFP®, Founder & President of Concurrent Financial Planning, LLC, Dana Holt, JD, RICP, AEP®, CAP®, and Craig Lemoine CFP®, PhD, MRFC Director: University of Illinois Financial Planning Program discuss building a practice for the next ten years.
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Oct
23