Thought Leadership

Money: Is It Black or White?

President of Planning Alternatives, Nathan Mersereau, CFP®, and Advisor, Angelo Leslie, discuss why the “Money: Is It Black or White?” initiative is important to community and the firm.

IN 2018, WE HAD A PANEL DISCUSSION TO ADDRESS THIS SENSITIVE QUESTION, “Why aren’t African American families having financial planning conversations around the dinner table?”

HERE’S WHAT SOME OF OUR PANELISTS HAD TO SAY:

CLICK HERE to watch all the videos on this topic.

Rumia Ambrose-Burbank, Co-founder and President of VMS365, is interviewed by Planning Alternatives’ President, Nathan Mersereau, CFP®, DAY IN A CANOE podcast
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