Key Lessons from FPA NorCal

Key Lessons from FPA NorCal

Key Lessons from FPA NorCal

Posted by Anna Sergunina on Jun 4, 2018
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What is the Money Date? A weekly time to check in. 3 things we review and update: 
1. Spending 
2. Earning
 3. Savings

Watch the latest Money Date where Anna talks about the FPA NorCal Conference and some of her key takeaways, including finding ways to give, understanding and servicing millennials, and how to get more women into the financial planning profession.

 

 

Anna Sergunina
Anna Sergunina
anna@mainstreetplanning.com

I'm Anna Sergunina, CFP®, President & CEO at MainStreet Financial Planning, Inc. My passion lies in serving others through financial planning, helping clients achieve their dreams like buying a home, saving for education, or retiring early. With over two decades in the industry and a CFP designation since 2009, I'm dedicated to excellence and continuous growth. Beyond work, I cherish moments with my son Liam, prioritize self-care, and engage in content creation for my Money Boss Parent Podcast and Money Library blog.

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