EPISODE · Feb 18, 2020 · 18 MIN

Part Two: The Office Education Series

from Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals · host Walkner Condon Financial Advisors

Mitch and Hannah join Nate in the booth once again to update us on their current educational pursuits-- Mitch is getting his CFP and Hannah is studying for the Series 65 exam. Topics covered include designations, estate planning, what’s next, and a strikingly handsome new associate producer named Alf.

Episode metadata supplied by the publisher feed · Published Feb 18, 2020

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Part Two: The Office Education Series

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