NIC26 Women In Wealth

Chad Horne, CPWA & Shane Kunz, CFP

Question Title

1. What is your role?

General Dentist

Specialist

Dental Assistant

Hygienist

Office Manager/Receptionist

Physician

Spouse

Student

Other (please specify)

Question Title

2. On a scale of 1-5 (5 being the strongest), how confident are you with investing your money? Would you like to learn more?

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3. What are two things to consider in your financial planning?

1.

2.