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wellness and money

What’s In Your Control

On this week'ss podcast, Jeff discusses how to handle financial headline hazards.  Mark Lewis joins Jeff in the Estate Planning segment to explain how to safely store your estate plan.  Plus, Trilogy Financials Managing Vice President, Gonzalo de Leon Plata joins Jeff in the studio.

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

Vice President of Wealth Management

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