Estate Planning License Seminar 
International College of Financial Planning
APRIL 20, 2022
Financial planners help people manage their money and plan for their financial future. They advise on investments, taxes, retirement, and estate planning. You’ll need to complete the necessary education and certifications, and you may need to obtain a license.
Sara Grillo
JUNE 20, 2022
Can I introduce you? Or can I have it reach out? And it kinda started from there, so he really kinda got the ball rolling for me and… So that was back in 2011. SARA GRILLO, CFA: Okay, so a, what was your original motivation for taking the offer then… 0:02:06.6 SARA GRILLO, CFA: Yeah.
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