A.1 CFP Board’s Code of Ethics and Standards of Conduct

Welcome to Avery Rock Financial's online study group! In today's video, we're diving into a strategic investment planning case study centered around George, an 82-year-old retiree. His children, James and Linda, are seeking professional advice on how to maximize the long-term growth of George's assets without compromising his financial security.
We'll walk through the scenario and explore the best approach to ensure George's portfolio is well-aligned with his family's goals. Which option would you choose? Watch to find out more!
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