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Essential Tips for Navigating the Loss of a Loved One 00:10:00

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Ron Bernstein, CFP®, CPA/PFS™, CIMA®, CWS®, RMA® is co-founder and managing member of Prism Planning Partners. Alongside co-founder Nicole Sullivan, they set out to establish a different kind of financial planning experience—one that embraced the multifaceted emotional, human elements of life planning in addition to sophisticated, analytical financial planning.

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