You're a Financial Planner, Now What?

You're a Financial Planner, Now What?


Casey's Career Path

June 22, 2016

This episode features a round table discussion about career paths held on April 14th, 2016. The discussion is led by Hannah Moore, CFP® and Casey Kupper, CFP®, CFA®, a Wealth Advisor at Cadent Capital. As part of the discussion,