Leveraging Resources from Foundation for Financial Planning to Help Your Clients Build Wealth

Join us for Motivation Monday featuring Foundation for Financial Planning. Jordan Tobias and Rachel Roth will be sharing with our Community of Practice about Certified Financial Planners (CFP), how they can help your clients, when to make referrals, and empowering your clients on how to choose a CFP. They will also be sharing some excellent resources you can access including training webinars, their CFP volunteer program: Pro Bono Planner Match, as well as their grantmaking program.