Financial Planning Practice Management Wealth Management | Insights
FinServe Ambassador Talks Coordinated Legacy Planning
When building a client’s financial plan, it’s important to ensure that the plan is both holistic and specific in addressing what an individual’s goals are and ways to meet them. That’s the idea Padric Scott, AEP®, CFP®, ChFC®, CLU®, WMCP®, CCFC, CAP®, MSFP puts first and foremost in his philosophy of “coordinated planning.”
November 15, 2024
November 15, 2024
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Diversity, Equity & Inclusion Financial Planning Wealth Management | Podcasts
The Power of Coordinated Planning
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Shares: Money and Meaning in Retirement Planning
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Retirement Planning Wealth Management | Podcasts
Shares: Retirement Income Strategy Smackdown
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