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Ep 39: The Wealth Planning Pyramid

October 21, 2021

This week on the Retirement Café we are going to discuss the Wealth Planning Pyramid. It’s something Dan and Brent use regularly in their practice, and they felt it would be beneficial to spend some time reviewing it.

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517-783-1695

October 21, 2021
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Ep 39: The Wealth Planning Pyramid

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