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All About the Kids and Peer-To-Peer
12/14/2009
PAM's Andrew Bloomenthal & Kristen Oliveri
What’s the best way to get in good with clients? Through their children, of course. Peg Eddy, president of San Diego-based Creative Capital Management, uses a financial literacy primer to get those conversations started. “We use car-buying and college planning as a springboard toward ...
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