CFPs At Work: We’re Headed Down Under!

Mari is heading off this week on a voyage Down Under!

She’s part of a delegation of U.S. certified financial planners jetting to Australia to meet with peers in Sydney and Melbourne on a trip sponsored by the Financial Planning Association.

The goal is to learn more about Australia’s financial services industry and trends in regulation, retirement planning, training and financial technology.

Check this space soon for updates and cute koala pictures!



About Mari Adam

Mari Adam, Certified Financial Planner™ has been helping individuals and families chart their financial futures for over twenty-five years. Have a question about your financial situation? Ask Mari!

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