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It's Been a Year!

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Content provided by Financial Planning Fort Collins. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Fort Collins or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

The New Year is almost here! On today’s episode, we’re all in! Join the full team as Jason Speciner, CFP®, EA, Regina Neenan, CFP®, Riley Thoubboron, CFP®, and Christin Hutchcraft chat FPFoCo’s year in review. We’ll celebrate our clients’ and our firm’s successes in numbers from our implementation credit to continuing education hours and SEC registration to our new website.

Have a money or tax question for us? Send it to podcast@fpfoco.com, and Jason or Regina might answer your question in a future episode! We’ll release a new one every other Thursday, and they’re ad-free for everyone — no subscription required.

Learn more about FPFoCo at fpfoco.com, and be sure to subscribe to get the latest episodes in your podcast feed! You can also follow us on your favorite social media platforms @fpfoco.

Jason Speciner and Regina Neenan are investment advisor representatives of FPFoCo, a registered investment advisor.

The information in this podcast is provided for general educational and entertainment purposes only. It may not apply to you or your specific circumstances and should not be considered financial, investment, or tax advice.

© 2024 FPFoCo

  continue reading

50 episoade

Artwork
iconDistribuie
 
Manage episode 457597704 series 3458449
Content provided by Financial Planning Fort Collins. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Fort Collins or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

The New Year is almost here! On today’s episode, we’re all in! Join the full team as Jason Speciner, CFP®, EA, Regina Neenan, CFP®, Riley Thoubboron, CFP®, and Christin Hutchcraft chat FPFoCo’s year in review. We’ll celebrate our clients’ and our firm’s successes in numbers from our implementation credit to continuing education hours and SEC registration to our new website.

Have a money or tax question for us? Send it to podcast@fpfoco.com, and Jason or Regina might answer your question in a future episode! We’ll release a new one every other Thursday, and they’re ad-free for everyone — no subscription required.

Learn more about FPFoCo at fpfoco.com, and be sure to subscribe to get the latest episodes in your podcast feed! You can also follow us on your favorite social media platforms @fpfoco.

Jason Speciner and Regina Neenan are investment advisor representatives of FPFoCo, a registered investment advisor.

The information in this podcast is provided for general educational and entertainment purposes only. It may not apply to you or your specific circumstances and should not be considered financial, investment, or tax advice.

© 2024 FPFoCo

  continue reading

50 episoade

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