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Retirement Potpourri: Fill In The Blank
Manage episode 318051296 series 2380175
Time for a little fun on this episode. We’ll use some fill in the blank prompts to spark good discussion about relationships between advisors and their clients, the stock market, common planning mistakes, and much more!
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
139 afleveringen
Manage episode 318051296 series 2380175
Time for a little fun on this episode. We’ll use some fill in the blank prompts to spark good discussion about relationships between advisors and their clients, the stock market, common planning mistakes, and much more!
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
139 afleveringen
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