- Strategies for Communicating and Working with Overspending Clients
Fri, Mar 15, 2013 12.00 pm - 1.30 pm
Brown Bag Meetings
Strategies for Communicating and Working with Overspending Clients
- Denise Hughes, Financial Consultant, RN, MA in Psychology, Certificate in Finance
- Lauree Murphy, Founder and Principal of Murphy Financial Planning, MBA, CFP®, EA
- Alison Salisbury, Founder and Principal of Fiscally Fit, Inc., Professional Daily Money Manager AADMM
CEUs: 1 hour CE has been granted by the CFP ® Board for this session.
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San Jose - Near Valley Fair
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