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January 2013

Financial Planning for Boomers, Part I


Presenters:
Forrest Bell, CFP®
Senior Investment Advisor, Financial Planner
Laurent Harrison, CFP®
Investment Advisor, Financial Planner

Topics include:

  • Education planning
  • Cash reserves strategies
  • Benefits of an insurance review
  • Maximizing your 401(k)
  • Options for living arrangements in retirement

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