Consider This Program with Joe Clark, CFP and Jamie Burton.
In this segment we will cover:
Having discussions with your aging parents can seem taboo. However, with an ever-changing estate and tax code, it is more important than ever to communicate. We will discuss what to talk about and how to have the conversation.
Schedule your complimentary Next Steps meeting today!
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Wealth Management & Financial Planning
If you request a “Next Steps” meeting, we will discuss with you things you should do today, things to consider tomorrow, and if we choose to partner together… a written plan on what Financial Enhancement Group can do to help meet your goals.
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