Casey Kupper, CFP® and Hannah Moore, CFP® are back with another in-person FPA DFW #YAFPNW series session recording. This time they discuss The Future of Financial Planning.
Bill, Katie, and Dave back to continue our conversation we started in last week’s episode. This week we discuss what we learned starting over at a new firm and even starting out on our own.
We are excited to have Bill Simonet, CFP®, Katie Brewer, CFP®, and Dave Grant, CFP® return for a curated discussion with me, Hannah Moore, CFP®, where everyone shares what they wish they knew before leaving a firm.
Lauryn Williams, MBA shares her journey as an athlete and three-time Olympic medalist including the advice she wishes she received when she started out when she was 20 and had endorsement deals to starting her own firm.