CUFNClosed until Further Notice
CUFNCanadian Urban Forest Network (advocacy group)
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CUFN works with LPL Financial, the independent broker-dealer giant with more than 4,500 financial advisers and offices in Boston, Charlotte, N.
While CUFN pre-screened the advisers for Stanford Federal Credit Union's financial planning program and did the training, McIlhaney said he is not completely hands off.
For more than seven years, CUFN has set out to make that happen.
The CEOs of the credit unions owned by CUFN serve on the CUSO's board, Prior said.
CUFN wanted to make online program cost efficient given that some large investment firms require a minimum of $100,000 in assets before visits are even scheduled, Prior pointed out.