| Speaker: Michael Yoder, Founder, Yoder Wealth Management Michael is the founder of Yoder Wealth Management, which specializes in serving founders and early employees of publicly-traded companies. He serves as a Subject Matter Expert for the CFP Board, and is the former Director of Advice for a major national firm. He is also a Managing Principal at CEG Worldwide, where he coaches advisors looking to better serve their clients and move up-market.
*This topic has been approved by the CFP Board for 1.0 hour of CE credit.
Thank You to Our Meeting Strategic Partner! |
