CLOSURE: Central Library will be closed Tuesday, July 21, through Saturday, July 25, while emergency repairs are made to the building’s cooling system. We expect to reopen Monday, July 27. Click for more details on holds, program schedules, and returns during the closure. 

Notice of Public Meeting: Kalamazoo Public Library Board of Trustees | July 27 | 5:30 pm | Central Library/Van Deusen Room. The packet of information for the meeting can be found on the library’s website. 

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Inclusive Wealth Management: Best Practices

Author

Madecraft

Summary

Learn best practices in inclusive wealth management to align with diverse client needs.

Navigate inclusive financial planning with Allie Beckmann, RFA, who blends social justice insight with financial expertise. Discover how to build a financial services practice that emphasizes inclusivity and equity. Learn how to navigate financial equity and understanding diverse client needs. By the end of this course, you'll be able to provide actionable insights for offering financial solutions that respect and meet the unique needs of all clients.

Subjects