President of Planning Alternatives, Nathan Mersereau, CFP®, and Advisor, Angelo Leslie, discuss why the “Money: Is It Black or White?” initiative is important to community and the firm.
IN 2018, WE HAD A PANEL DISCUSSION TO ADDRESS THIS SENSITIVE QUESTION, “Why aren’t African American families having financial planning conversations around the dinner table?”
HERE’S WHAT SOME OF OUR PANELISTS HAD TO SAY:
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