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wellness and money

How To Pick An Attorney Or CPA

On this week's podcast, learn how to pick the right type of protection.  If you are a retiree, how should you prepare for a downturn in the market? Mark Lewis discusses blended families in the Estate Planning segment, and Trilogy Financial Advisors, Tom Elkins, and Isaac Hansen join Jeff on the show.

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

Senior Vice President of Wealth Management

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