2015 In Review & A Look at 2016

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Join WheelerFrost with our special guest, Linda Duessel, CFA, CPA, CFP®, Federated’s Senior Vice President & Senior Equity Strategist

Join us for drinks, appetizers, and insightful information

Please invite anyone you feel would benefit from this presentation
RSVP by 01/07/16 to 

Financial Planning and Ethics

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This presentation meets the requirements of the 2 hour Ethics CE requirements of the Board of Certified Financial Planning. Learning objectives include: learning the material elements of financial planning, demonstrating an understanding of the elements of a written plan, and defining elements of the fiduciary standard as it applies to financial planning. This program has […]

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