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Age Diversity Is Also Important, Says First Black CFP

By Jerilyn Klein December 04, 2023 Rethinking65

"You can't buy trust; you have to earn trust," says LeCount Davis, CFP®. Davis emphasizes the need for authentic connections, underscoring the importance of diversity, including age diversity, in safeguarding seniors' assets.

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Jerilyn Klein
December 4, 2023