October is National Financial Planning Month

Posted by Jill Boynton on October 22, 2020

We’re so glad that our profession is being recognized with its own month!

Here are some ideas on how you can celebrate and observe this important topic:

Don’t stop there! Instead of focusing on it only in October, financial planning is something that should be thought about every month of the year. Set aside one hour per month to go over your finances and work on your goals.

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