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Tuesday, March 31, 2015

The 90-minute workshop that taught me how to have a 'grownup' relationship (@mandiwoodruff @YahooFinance)

A start up in Boston called "Society of Grownups" is taking a very different approach when it comes to financial advising, making it a much more comfortable experience for their clientele.

Full article and video at Yahoo! Finance

"Rather than emphasize virutal advisors and fancy online tools, SoG offers low-key supper clubs that double as financial workshops and  one-on-one meetings with a small staff of financial advisors. Classes range from free to $40 and one-on-one planning sessions start at $20 for 20 minutes; $100 buys you an hour and a half. Topics run the gamut from student loan debt and budget travel to planning for retirement and buying a house."



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