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[see schedule o]the primary role and scope of the investments & wealth foundation will be to convey scholarships and tuition assistance to qualified individuals who CAN demonstrate financial need and are from underrepresented populations related to gender, race, ethnicity, AGE, sexual preference, to underwrite the costs of CIMA, CPWA and RMA certification. Accelerate career advancement of target professionals who are currently underrepresented in the profession, thereby fostering sustainable diversity within the financial advisor profession.
In care of SEAN Walters
Donations are tax-deductible