I was invited to Google’s CGN event on Friday to give a financial planning webinar. The webinar introduced the subject areas of financial planning and how they can be used to solve real life problems. If this might be of interest to you, you can lick here to watch the recorded webinar. (The webinar was given in Chinese.)
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See AllI was asked by ThinkAdvisor journalist how to help clients make decision on what to do when a client’s CDs and bonds mature. Below is my...
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