Key Lessons from FPA NorCal

Key Lessons from FPA NorCal

Key Lessons from FPA NorCal

Posted by Anna Sergunina on Jun 4, 2018
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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.

 

 

Anna Sergunina
Anna Sergunina
anna@mainstreetplanning.com

I passionately believe that in order to live a life of fulfillment and joy, we must genuinely serve each other in any way possible. I found my mission in life to serve others via financial planning. Anna regularly writes about personal finance. Her work appears on Business Insider, Nasdaq, Nerdwallet, among others. Anna is the creator of Money Flow system.

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