Financial Counseling Financial Planning Seminar 
Fortune Financial
JANUARY 11, 2024
Offer Financial Wellness Programs Financial Education Workshops: Organize workshops and seminars covering budgeting, investment basics and retirement planning. One-on-One Financial Counseling: Offer access to financial advisors for personalized financial planning and advice.
The Big Picture
JUNE 6, 2023
What sort of advice would you give to a recent college grad who is interested in a career in either financial counseling or investing? RITHOLTZ: Our final question, what do you know about the world of advice and financial planning and counseling that you wish you knew 20 years or so ago when you were first getting started?
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