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Is AI taking over financial advice? Not so fast!

Sara Grillo

MARCH 8, 2024

Is AI taking over financial advice? Join Sara Grillo & Eric Negron today for the Truth Bomb as they break down how artificial intelligence is likely to impact the future of financial advising. With my daily newsletter, I started commenting not on opinion stuff like, how do you be more ethical and transparent in your right?

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Estate Planning Strategy: Leveraging CFP® Certification Expertise

International College of Financial Planning

OCTOBER 26, 2023

Their expertise lies in: Organizing Financial Landscape:  They meticulously structure financial affairs, laying down a strategic blueprint tailored to unique objectives. Crafting a Comprehensive Financial Plan:  This includes a detailed net worth statement, defining SMART Goals including retirement, children education etc.,

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Estate Planning CFP Certification Certified Financial Planner 52
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