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No Cost Financial Planning for Active, Guard, Reserve and Veterans
Manage episode 387494213 series 2665900
Free financial counseling is offered to the military community but no-cost financial planning is new, thanks to a program called Advisors Give Back.
In this episode, financial adviser and veteran, Garrett Dearden shares a free new resource that can help you with your finances.
We talk about:
- What Advisors Give Back is and how it works
- How it’s different from financial counseling
- Who can use it
- The top financial struggles advisors see in the military community
Garrett volunteers as a pro bono financial adviser with Advisers Give Back. Garrett is currently a financial adviser with his family's financial planning and tax preparation firm, Laurette Dearden CPA, CFP®. Additionally, Garrett is currently a graduate student in Columbia University's Master's in Professional Studies in Wealth Management program. Garrett is also a candidate for CERTIFIED FINANCIAL PLANNER™ certification.
Show notes can be found here: https://laceylangford.com/podcast/No-Cost-Financial-Planning/
302 επεισόδια
Manage episode 387494213 series 2665900
Free financial counseling is offered to the military community but no-cost financial planning is new, thanks to a program called Advisors Give Back.
In this episode, financial adviser and veteran, Garrett Dearden shares a free new resource that can help you with your finances.
We talk about:
- What Advisors Give Back is and how it works
- How it’s different from financial counseling
- Who can use it
- The top financial struggles advisors see in the military community
Garrett volunteers as a pro bono financial adviser with Advisers Give Back. Garrett is currently a financial adviser with his family's financial planning and tax preparation firm, Laurette Dearden CPA, CFP®. Additionally, Garrett is currently a graduate student in Columbia University's Master's in Professional Studies in Wealth Management program. Garrett is also a candidate for CERTIFIED FINANCIAL PLANNER™ certification.
Show notes can be found here: https://laceylangford.com/podcast/No-Cost-Financial-Planning/
302 επεισόδια
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