Sounds Like a Plan: SI and Wealth Planning Insights with Bonnie and Lynette
Jun 9, 2021
21:30
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On this edition, Bonnie and Lynette explore why sustainable investing is important to discuss during planning conversations. Featured are Bonnie Park, Head of Wealth Planning US, and Lynette Jefferson, Head of Sustainable Investment and Inclusive Investment Solutions, UBS Global Wealth Management. Host: Daniel Cassidy
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