Straight Talk — 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:

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