Megan and Michael 0

Hannah · March 15, 2024

Join us as you sit in on a real prospect meeting with commentary by Hannah Moore, CFP®️.

In this session, the prospective clients meet with Hannah to explore their financial planning needs and concerns.

This is a mico-course is entirely optional and no CE or experience hours may be earned at this time.

About Instructor

Hannah

52 Courses

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Course Includes

  • 2 Lessons
  • 2 Topics