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Client-centered vs Product-centered Financial Planning
Posted on by Bob Uehlein

George Perkins joins Steve and Mark for an historical perspective on the financial planning industry. They recap 2018 and provide some insights for where 2019 may be heading.

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Thursday, June 25, 202606/25/2026

WFEA’s Roundtable Discussion on Women’s safe spaces…is enough being done to protect women and girls?

Jeff Chidester talks with Bronwyn Sims, Judy Walcott, Beth Scaer and Katherine Prudhomme O’Brien on if enough is being done…

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