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Course Description: Discover where you are with your financial goals and learn what role your financial advisor should have in helping you implement them. This Q&A time is useful when contemplating changes before you make them. Whether you are just entering retirement, changing jobs, relocating from out-of-state, recent death in the family, etc., all emotional changes can be less painful with the committment of a financial professional. Learn how this intimate relationship can benefit you and your family. Contact us for a private consultation or a group presentation. |
