You're a Financial Planner, Now What?

You're a Financial Planner, Now What?


Why Financial Planning Is Needed Now More Than Ever

December 03, 2019

Trudy Turner, CFP® brings over a decade of experience in wealth management, tax planning, insurance underwriting, and public accounting. Here, she shared her insights on careers within the profession, the impact of diversity inclusion, where she sees the profession going, and her mantras for success.