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AIG
Financial Advisors |
Beneficiary designations |
8/6 |
Joe Lutz, CFP®
AIG Financial Advisors
2355 Northside Dr # 400
San Diego, CA 92108
619-471-3780
joelutz@yahoo.com |
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CBIZ |
Rolling over
401(k)’s |
8/13 & 9/10 |
Lisa Gaspard Brinig, CFP®
CBIZ Financial Solutions, Inc.
10616 Scripps Summit Court
San Diego, CA 92131
Direct: 858-795-2117
Fax: 858-795-2101
lgaspard@cbiz.com
www.nshd.com |
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Wealth
Analytics |
Planning for Retirement |
-- |
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Millennium Wealth Management |
What Good Financial Planning Does |
8/27 & 9/3 |
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Millennium Wealth Management |
Inheritance Planning |
9/3 & 9/9 |
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Martin A. Shapiro, CFP® MSFS |
Retirement Distribution Planning |
9/17-9/23,
9/24-9/30,
10/1-10/7,
10/8-10/14 |
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Martin A. Shapiro, CFP® MSFS |
Preparing your Nestegg for the Future |
9/17-9/23,
9/24-9/30,
10/1-10/7,
10/8-10/14 |
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Martin A. Shapiro, CFP® MSFS |
Important Considerations in Estate Planning |
9/17-9/23,
9/24-9/30,
10/1-10/7,
10/8-10/14 |
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Dan Foster, CFP
|
What kind of retirement are you headed for? |
11/02 |
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Dan Foster, CFP
|
The importance of Saving
|
11/06 |
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Dan Foster, CFP
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Are your investments properly allocated?
|
11/06 |
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Dan Foster, CFP
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Planning for the distribution phase
|
11/06 |
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