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Old 05-25-2021, 11:40 AM
DAVES DAVES 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
Your friend. I've done presentations not in finance. There is always some fool that is there to disrupt the meeting. They have always been the same. Have been like that since third grade. I am great at forcefully showing him or her to be a fool.

There are terms for people who mooch a meal. None are polite or meant to flatter.