The Retirement Cafe

The Retirement Cafe


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Ep 39: The Wealth Planning Pyramid

October 21, 2021

This week on the Retirement Café we are going to discuss the Wealth Planning Pyramid. It’s something Dan and Brent use regularly in their practice, and they felt it would be beneficial to spend some time reviewing it.

Contact:

https://www.averywealth.com/

517-783-1695

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The Retirement Cafe
By Dan Reese
Financial and retirement planning guidance from mid-Michigan's Dan Reese & Brent Oliver of Avery Wealth.
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