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October is National Financial Planning Month — Watch CFP Board Chair Liz Miller on GMA & Download the Toolkit

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HOW WEALTH FIRMS CAN SUSTAIN PROGRESS ON DIVERSITY: CFP PANEL

By Sam Bojarski October 31, 2022 Citywire RIA

At CFP Board’s Diversity Summit, Managing Director of CFP Board Center for Financial Planning Kate Healy moderated a diversity, equity and inclusion practitioner roundtable that emphasized the importance of expanding diversity and shared ideas for hiring and retaining talent.

Read more at Citywire RIA

Citywire RIA
Sam Bojarski
October 31, 2022