Planners help ‘people decide what to do with their money’

When Charles J. “Chuck” Derenne’s daughter had to introduce her father at career day in kindergarten, he was a little nervous that she’d confuse the group. After all, when you’re a settlement planner, explaining what you do to adults at PTO meetings or cocktail parties can be challenging — so how would a 5-year-old do ...

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Planners help ‘people decide what to do with their money’

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