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Mind Maps in Financial Planning Practice

Date:: 28 July 2022 | 09.00 PDT, 12.00noon EDT
Duration: 51 mins
PRO Content
Joel Larsen will share how he has been using mind mapping to analyse, plan and communicate the many facets of financial planning and advising in his Navion Financial Advisors practice. Featuring MindManager.
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Speaker:

Joel A. Larsen
Joel A. Larsen, CERTIFIED FINANCIAL PLANNER®, ACCREDITED INVESTMENT FIDUCIARY®, is a specialist in financial planning for individuals, corporations and non-profit organizations. He has clients all across the United States and in Europe. He writes articles for numerous publications. He has been interviewed by financial, business and regulatory media outlets around the country. He teaches continuing education classes for CPAs, attorneys and other professionals, and has taught evening classes on Investment and Financial Planning Strategies. He has served on the board of directors for the Financial Planning Association of Northern California. Learn more at NFAdvisors.com

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