Our Next Workshop: Wednesday, October 25- Having the Talk- click here for the flyer.
Investment News, a widely read and long-standing premiere publication of the financial advisory profession, devoted their September 18, 2017 issue to planning for people with disabilities.
While doing their research, the editors of Investment News found us, chose to feature us on the cover of their publication and made a video of our personal and professional stories for their website.
We are proud to share the video with you today. The 6-minute video may show you a side of us you do not know!
Click here or on the photo above to view our video and please share it with others!