Ep. 46: Financial Planners and Financial Literacy for Young Clients
Alanah welcomes back Akeiva Ellis, financial planner and educator, for a discussion on Akeiva’s project “The Bemused,” a financial literacy plan for young adults, that answers the question: how can other advisors focus on this critical and underserved demographic?
Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.
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