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内容由Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP)提供。所有播客内容(包括剧集、图形和播客描述)均由 Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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Ep. #12: Greater Together: Dual Membership in Kinder Life Planning & ACP - Frankie Corrado, CFP® RLP

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Manage episode 262450922 series 2639281
内容由Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP)提供。所有播客内容(包括剧集、图形和播客描述)均由 Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
This episode is the third in our series, “Greater Together,” highlighting the experiences of ACP members who maintain other professional memberships as well. Registered Life Planner® Frankie Corrado, CFP®, Principal and Managing Director at Robertson Stephens in Holmdel, NJ, talks about his experience being a member of the Kinder Institute of Life Planning as well as the Alliance of Comprehensive Planners. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Frankie Corrado, please visit www.RSCapital.com. Listen to the first episode in the “Greater Together" series, featuring PJ Wallin, CPA/PFS, CFP®, discussing dual membership in XYPN and ACP: https://soundcloud.com/PracticalWisdomPodcast/Episode08 Listen to the second episode in the “Greater Together" series, featuring Chris Wentzien, CFP®, CPA/PFS, discussing dual membership in AICPA and ACP: https://soundcloud.com/PracticalWisdomPodcast/Episode10
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Manage episode 262450922 series 2639281
内容由Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP)提供。所有播客内容(包括剧集、图形和播客描述)均由 Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
This episode is the third in our series, “Greater Together,” highlighting the experiences of ACP members who maintain other professional memberships as well. Registered Life Planner® Frankie Corrado, CFP®, Principal and Managing Director at Robertson Stephens in Holmdel, NJ, talks about his experience being a member of the Kinder Institute of Life Planning as well as the Alliance of Comprehensive Planners. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Frankie Corrado, please visit www.RSCapital.com. Listen to the first episode in the “Greater Together" series, featuring PJ Wallin, CPA/PFS, CFP®, discussing dual membership in XYPN and ACP: https://soundcloud.com/PracticalWisdomPodcast/Episode08 Listen to the second episode in the “Greater Together" series, featuring Chris Wentzien, CFP®, CPA/PFS, discussing dual membership in AICPA and ACP: https://soundcloud.com/PracticalWisdomPodcast/Episode10
  continue reading

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