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Financials

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Understanding the Updated W-4 Form |Christine A. Centeno, Founder, Simplicity Wealth Management LLC.
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Crafting a Successful Exit Plan with Brooklyn Brock |Brooklyn Brock, President, Ellevate Advisors LLC.
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Economic Analysis: GDP Growth, Inflation Data, and Market Trends with Rob McDougle | Rob McDougle, Vice-President, Zhang Financial.
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Maximizing Social Security: Key Strategies from Jennifer Luzzatto | Jennifer Luzzatto, President, Summit Financial Partners, Inc.
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CGN Advisors' New Senior Advisor with 20 Years of Experience | Jamie Bosse, Advisor, CGN Advisors, LLC.
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Understanding Life Insurance: Key Reasons and Practical Advice | Tyler Gray, Founder, SageOak Financial LLC.
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Joe Pantozzi on Building Wealth with Purpose at Alpha Omega Wealth | Joe Pantozzi , President , Alpha Omega Wealth Management LLC.
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Key Economic Trends from Q1 2024 |Christine A. Centeno, Founder, Simplicity Wealth Management LLC.
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Economic Review and Upcoming Data with Rob McDougle | Rob McDougle, Vice-President, Zhang Financial.
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Understanding Market Headlines: What They Really Mean for You | Jennifer Luzzatto, President, Summit Financial Partners, Inc.
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Unlocking Prosperity: Joe Pantozzi on Infinite Banking and Wealth Building | Joe Pantozzi , President , Alpha Omega Wealth Management LLC.
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Mid-Year Financial Check-In with the Integrity Report |Christine A. Centeno, Founder, Simplicity Wealth Management LLC.
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Inflation Indicators and Employment Trends: Key Takeaways and Upcoming Data | Rob McDougle, Vice-President, Zhang Financial.
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The Importance of Inertia and Velocity in Financial Literacy | Joe Pantozzi , President , Alpha Omega Wealth Management LLC.
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Efficient Document Management Boosts Productivity at Valeo Financial Advisors | Jhon Trott , Founder , Valeo Financial Advisors.
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May 2023 Client Update from Simplicity Wealth Management |Christine A. Centeno, Founder, Simplicity Wealth Management LLC.

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