My Friend Asked Me what are the duties of a financial planner

December 18th, 2009

My friend Brianne just stopped by my place of work for our monthly lunch date.  We always try to make time to have lunch one time each month, no matter how busy our individual lives might be at that time.  Brianne seemed really excited for me when I told her how well my new job is going, and she just told me that she wants for me to tell her more about what are the duties of a financial planner at lunch.  I am pretty sure that she is so interested in the job that she may even contemplate joining me.

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Entry Filed under: Reference


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