McKinley Carter Retirement Plan Services Director Monica M. Garver speaks to attendees of the 2022 Fi360 Solutions Conference (Austin, TX) about the CEFEX certification process and its benefits to advisory firms.
Note: This information is from 2022 but much has changed since then. Please be sure to discuss your unique financial situation with your McKinley Carter Advisor or another trusted professional.
McKinley Carter Retirement Plan Services Director Monica M. Garver speaks to attendees of the 2022 Fi360 Solutions Conference (Austin, TX) about the CEFEX certification process and its benefits to advisory firms.
