Purposeful Planning Institute – Annual Rendezvous
Denver CO DenverJim helped lead two packed sessions on practical applications of Wealth 3.0 with Dennis Jaffe and Kristin Keffeler for PPI's community of family wealth advisors.
Jim helped lead two packed sessions on practical applications of Wealth 3.0 with Dennis Jaffe and Kristin Keffeler for PPI's community of family wealth advisors.