Zebra Smash - Real Financial Planners | Real Conversations
Episode 6 - I'm Ok, You're Ok, 401k: Dave O'Brien Talks About Advising Workplace Retirement Plans [CFP CE CREDIT ELIGIBLE]
March 23, 2017
With the help of colleague Dave O'Brien, we explore the design and implementation of client workplace retirement plans
Real Financial Planners | Real Conversations
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