Hosted by Deanne Gage
Featuring Julia Chung
November 15, 2023
Globe Advisor reporter Deanne Gage hosted Julia on a LinkedIn Live event on Wednesday, November 15th to chat about how Financial Planning has evolved in the last five years and the tangible advice needed to make a difference in a client’s life. Watch the full discussion here.
“Financial planning is a verb, not a noun. People are looking for guidance and tools to make great decisions, not just about investments.”
– Julia Chung
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