20 Ways To Boost Financial Literacy Amongst Your Staff And Clients

Senior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “20 Ways To Boost Financial Literacy Amongst Your Staff And Clients” published by Forbes. The article discusses the role business leaders play in creating more financial literacy opportunities for their staff and clients and how they can effectively do so.

Read the full article on Forbes.com.

Disclosures:

This article is not a substitute for personalized advice from Capstone and nothing contained in this presentation is intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. This article is current only as of the date on which it was sent. The statements and opinions expressed are, however, subject to change without notice based on market and other conditions and may differ from opinions expressed by other businesses and activities of Capstone. Descriptions of Capstone’s process and strategies are based on general practice, and we may make exceptions in specific cases. A copy of our current written disclosure statement discussing our advisory services and fees is available for your review upon request.

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