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June 11, 2020

HOLISTIC WEALTH MANAGEMENT

Matthew Kocanda, CFP® & Brett Bina, CFA, CAIA

CFA Society Chicago member Brett Bina, CFA, CAIA chats with Matthew Kocanda, CFP® of Balasa Dinverno Foltz LLC (BDF) on managing your personal finances like a business.

Recorded: 03/12/2020
Find Brett on LinkedIn @brett-bina
Find Matt on LinkedIn @matthew-kocanda