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Old 04-27-2021, 09:01 PM
Stu from NYC Stu from NYC is offline
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Quote:
Originally Posted by CoachKandSportsguy View Post
WOW! a friend of mine has a CFP, CFA and CMT. He would go to the dinners, get a nice meal, sign up for a meeting, and never show up to the meeting. He also would ask questions as he know the answers, and some stopped sending him invitations.

I prefer to make my own mistakes and pay my education to learn than to give my money to someone else and lose it all.

Yes, there are very, very few people who will create a great personal plan for you,customized to see what you can do, etc.

finance guy
Some of these people give me food for thought and that makes it worth going, not to mention if the dinner is in a good restaurant we have wanted to try.

Do think it is wrong to make an appointment and not show up. Better to just tell them you are not interested in further discussions.