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Running an RIA · Talk

Kirstie Ennis on Homes for Heroes and Financial Planning

It outlines a pro bono planning program for veterans and explains what volunteer financial planners contribute to the veterans it serves.

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On the publisher’s site

Summary

By the running an ria desk

Kirstie Ennis describes the NAPFA Foundation’s Building Homes for Heroes Program and why it matters. The program connects volunteer financial planning professionals with veterans who have received mortgage-free homes through Building Homes for Heroes for one-on-one pro bono guidance.

  1. Kirstie Ennis shares why the NAPFA Foundation’s Building Homes for Heroes Program matters.
  2. Volunteer financial planning professionals provide one-on-one pro bono guidance to veterans.
  3. The veterans served have received mortgage-free homes through Building Homes for Heroes.
  4. The description includes a link for those interested in volunteering.

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