BFSG’s Senior Portfolio Manager, Michael Allbee, CFP® and Senior Financial Planner, Paul Horn, CFP®, CPWA®, were invited to be guest speakers for the “It’s Your Money!” workshop series put on by Peter Kote for his not-for-profit Financial & Estate Literacy. These workshops educate seniors to take control of their financial, estate, and charitable giving decisions. You can check out the entire series HERE.
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