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Eliot Rose presents "Preparing for Your Retirement" with Jason, offering insights and guidance on retirement planning. 00:10:00

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At Eliot Rose, Jason leads financial planning and investment management services for clients. Experience: Over 15 years of dedicated experience in personal wealth management Former consultant to multiple Fortune 500 businesses Education & Credentials: Emory University, Bachelor of Business Administration (BBA) Certified Financial Planner™ (CFP®) and Chartered Financial Analyst (CFA) Specialized training in retirement planning, including the Retirement Management Advisor (RMA®) designation

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