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October 2019

The Investor Coaching Show Cover

Medicare with Jan Whitfield

October 21, 2019

10/19/2019 Hour 1 Medicare open enrollment and Medicare Advantage plans with Jan Whitfield

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Investor Education

October 12, 2019

All of our clients are welcome and encouraged to attend educational workshops in addition to one-on-one wealth coaching on a regular basis. All of these

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Recent Annuity News – Safe and in Your Best Interest?

October 4, 2019
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