Key Lessons from FPA NorCal
What is the Money Date? A weekly time to check in. 3 things we review and update: 1. Spending 2. Earning 3. Savings
Watch the latest Money Date where Anna talks about the FPA NorCal Conference and some of her key takeaways, including finding ways to give, understanding and servicing millennials, and how to get more women into the financial planning profession.