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| Smooth Transitions It’s all about balance…building for your future while enjoying the journey along the way. This session will review effective wealth coordination, tax implications of to lump-sum distributions and provide a solid foundation for proper short-term and long-term planning. Both asset accumulation and asset protection will be discussed as well as an effective mortgage strategy. Topics Include: • A Financial EKG • The Macro Asset Perspective® • Building Your Foundation • The Life of Your Mortgage • Tax Considerations |
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