This transformative webinar is designed to equip financial planning practitioners with the knowledge and sensitivity to serve low-income families effectively. The training will provide insights into the unique challenges these families face, and how to navigate conversations around racial, ethnic, income, and citizenship issues. The goal is to prepare advisors for pro bono work that truly makes a difference. Learn to bridge the gap and foster financial empowerment for all.
Saundra Davis, MCC, FBS®, MSFP