You're a Financial Planner, Now What?
Leaving Behind a Legacy
January 19, 2021
Kay Pfleghardt, CFP®, is a Private Wealth Service Advisor and NextGen Leadership Consultant at Family Wealth and Legacy. In this new episode of YAFPNW, Kay and Hannah discuss how she got her start in the profession, who Family Wealth and Legacy serves, and her firm’s team approach to clients.
Denver, CO
Exploring the world of Financial Planning. Accelerating your career.
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