PhD, MSFS, CFA, CLU®, ChFC®, CFP®
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October 22, 2021
Our wealth management experts Michael Finke, PhD, CFP® and David Blanchett, PhD, MSFS, CFA, CLU®, ChFC®, CFP® join business and legal expert Sophia Duffy, JD, CPA once again on our Wealth, Managed Podcast for a conversation on small businesses, including the risks and rewards to setting one up and how to protect it against trouble both legal and financial. Sophia is an Associate Professor of Business Planning at The American College of Financial Services and teaches in many of The College's advanced educational programs.