52 Weeks to Prosperity: What Your Accountant, Banker, Broker and Financial Adviser Might Not Tell You 52 Weeks to Prosperity: What Your Accountant, Banker, Broker and Financial Adviser Might Not Tell You

52 Weeks to Prosperity: What Your Accountant, Banker, Broker and Financial Adviser Might Not Tell You

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Publisher Description

When an unscrupulous stock broker took Peggy Doviak’s mother to the cleaners, Peggy did not just get mad—she changed careers. She became a CERTIFIED FINANCIAL PLANNER (TM)—vowing to ensure that what happened to her mother would never happen to anyone else. From the very first day, Peggy committed to putting her clients first through a fiduciary relationship, not realizing then that this was optional and unpopular to many so-called financial advisers. She went on to earn a master’s in finance with an emphasis in financial analysis (she already had a doctorate in education). And now she works with financial literacy organizations, hosts a Knowledge Circle for the Financial Planning Association, writes a column for the Journal of Financial Planning, and hosts the syndicated radio program Ask Peggy (R). Although Peggy can’t keep every consumer safe, she keeps trying.

GENRE
Business & Personal Finance
RELEASED
2020
September 25
LANGUAGE
EN
English
LENGTH
376
Pages
PUBLISHER
The RoadRunner Press
SELLER
eBooks2go Inc
SIZE
1.6
MB

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