J.D. McCartney
@jdmccartney
Communications and Marketing Strategist. Passionate about travel, music, wine, skiing, nieces, nephews, film and Italian greyhounds.
ID: 16250537
http://www.fpsb.org 12-09-2008 00:50:41
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Let’s talk about financial planning. It’s not only for the rich. It’s for everyone. Do you have a financial guide walk your life journey? #financialplanning #WFPD2021 The Financial Planning Institute - SA BDO South Africa #BDOWealth
Thanks to Wealth Professional Canada for sharing the results of our survey exploring #CFP professionals’ view on trends which may shape #financial advice in the next five years. It's no surprise that #technology & #retirement are top of mind among future-focused CFPs bit.ly/3Fm9kHu
As 2022 starts ramping up, a group of people to watch. Advisors, execs, entrepreneurs and innovators such as Victor Orozco, CFP®, CSRIC®, Dana L., @KeithBevCFA, @kamila_elliott, blxinternship, Luis F. Rosa, CFP®EA, Chloé Moore, CFP®, Shawn Tydlaska, CFP® and others made our list. financial-planning.com/list/22-who-wi…
It's kolaches Brianna Keilar and Boris Sanchez!!! 😋