James Brewer | Envision Wealth

from Grow Retire Ready Clients · host RetireReady Solutions

James Brewer, CDFA, AIF, CFSLA, CFP® is the founder of Envision Wealth Planning and is regularly featured in the media for his financial expertise and support of socially responsible investing. In this episode he explores the ways he engages his clients, giving helpful examples and a glimpse into how he uses RetireReady Solutions to educate and prepare people to retie ready.

Episode metadata supplied by the publisher feed · Published Dec 3, 2019

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James Brewer | Envision Wealth

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