Doctor based Retirement and Investment options. Jason Rainier CFP will cover FSA’s, 401K, SEP IRA, 529B education funds, Trusts, Estate taxes, Wills, Index vs Managed Funds and Life Insurance. Novice or established you will learn something new. What is a Certified Financial Planner, CFP? Qualifications, job role, CE’s etc. While the CFA has a broad...
