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ACCOUNTANTS, FINANCIAL PLANNERS AND BANKERS. How Can These Professionals Help Me Reach My Financial Goals?

Ricardo Thomas, RFC, ChFEB, President and Financial Consultant at THOMAS-WADDELL & Associates: What services can they provide? When do you need them? There are a lot of folks who want to handle your money. How might you choose the ones that are best for you? This session will discuss this in a way to make sense of it all.