What's Going On Out There? #21

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David7411221
David7411221 Level I 2023, FP ABFP, FP FPQP, FP 515 Posts: 37
edited February 6 in Financial Planners Professional Community

As 2024 begins, I'd like to hear what you are excited about going into this year. The beginning of the year is a time for reflection and planning and I'd love to hear what you're hoping for this year with regards to your financial planning practice. For me, I am excited about meeting with my clients junior and senior high-aged children and talking about financial literacy topics. My first one is tonight and the kids are inviting their friends to join them. Should be fun!

2nd version what's going on out there.png

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