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Finishing Well: Planning For The Next Chapter

Finishing Well: Planning For The Next Chapter

On this week’s podcast, Jeff welcomes back to the studio, Jim Young, Managing Vice President of Trilogy Financial to discuss planning for the next chapter in your life.

 

If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening.

Jim Young

Jim Young

Managing Vice President

Jeff Motske, CFP®

Jeff Motske®

President & CEO

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