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38. Leading Clients to an Optimal Retirement With Joe Elsasser CFP®

Be Advised - Leading with Value

English - December 08, 2021 10:00 - 29 minutes - 27.1 MB
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Necessity is the mother of invention, and as a financial advisor, it helps to develop the strongest retirement strategies for your clients. In this episode, Brad Swineheart speaks with Joe Elsasser, CFP® founder and president at Covisum®, LLC. Joe shares his thoughts about crafting optimal decisions for Social Security benefits and taxes, and the conversion … Continue reading 38. Leading Clients to an Optimal Retirement With Joe Elsasser CFP® →

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