The Education of a Financial Planner

Learning how to be a financial planner is one thing. Doing it is another. Follow along with new financial planners Jack Forehand and Justin Carbonneau as experienced veteran Matt Zeigler helps them navigate the complex world of financial planning and learn about the most important topics that impact all of our financial futures. From investments to retirement to college planning and beyond, we will cover the major financial planning issues that impact all of our lives and will provide a framework to help investors tackle them. We hope you will join us on our learning journey.