Learn the ingredients for financial planning. Start your day (and your financial path) to success!
The Ingredients for Financial Planning
Start your day (and your financial path) to success!
Date: February 28th, March 6th and March 13th
Where: Beacon Pointe Headquarters
When: 8:00 AM – 9:00 AM
To RSVP@BeaconPointe.com or (949) 718-1600
Meet the Presenters:
Commie Stevens, JD – Partner, Managing Director of Strategic & Financial Planning
Kelly DiGonzini, CFP® – Director of Strategic & Financial Planning
Austin Rouk, CFP ® – Financial Planner
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