Cindy had a great time moderating the “Pancakes and Politics” panel session at CALU 2023 Conference & AGM. Thank you to Daniel Blaikie, Adam Chambers & Francesco Sorbara for a candid non-partisan discussion.
CINDY DAVID, CFP, CLU, FEA, TEP
Cindy likes to post topics of conversation that are relevant to her clients. This is a great way to stay on topic of current financial topics in between review meetings with the team.
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