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Proactive Women's Podcast

Jun 11, 2022

A well-planned legacy can make a tremendous impact on the future of your
loved ones. Whether big or small, we’ll teach you about the most important elements to
incorporate into your financial plan to ensure no stone is left unturned when it comes to
taking care of what you love most.

Jun 4, 2022

Retiring with confidence requires starting early and avoiding common planning
mistakes. In our conversation, we’ll address the key financial issues that can prevent you
from retiring comfortably and instead put you at greater financial risk.