TPA Today

Financial Foundations for Young Professionals with Greg Phillips


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In this episode of TPA Today, we’re joined by Greg Phillips, Director of Financial Wellness and Employee Education at Twelve Points, to discuss the essential steps young professionals and college students can take to secure their financial futures. From building a strong financial foundation to choosing the right accounts, Greg breaks down practical strategies for paying off student loans, balancing debt repayment with savings, and maximizing your financial potential.

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TPA TodayBy Twelve Points Academy