The Tulsa World interviews The Planning Center’s Autumn Campbell, CFP®, on the new generation of financial planners and the challenges for the millennials and other younger workers when it comes to planning for the future.
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Jude Boudreaux, CFP®, is a Partner/Sr. Financial Planner in the Chicago and New Orleans offices of The Planning Center, a fee-only financial planning and wealth management firm. Email him at email@example.com.