Financial Planning 411: Getting Started
CAPITAL IDEAS TV CAPITAL IDEAS TV
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 Published On Aug 3, 2020

Why is financial planning a taboo F-word for some people? Libby Wildman, Senior Partner at Davis Rea, demystifies the process in this conversation with Mark Bunting. She explains why financial planning is important, how men and women approach it differently, how to find the right planner, and the key factors in getting started.

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