Retirement Plan Playbook

Ep 60: Year End Financial Planning Strategies


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The end of the year is once again upon us. This is a great time to look at your finances and see if there are any improvements you can make. Brent, Matthew, and Joshua will talk about some end of the year strategies you can implement, so you can kick off 2022 with a solid financial situation.

Important Links:

Website: https://rpawealth.com/

Call: 909-296-7977

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Retirement Plan PlaybookBy Matthew Theal, Brent Pasqua, Joshua Winterswyk

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