SHIFT with Ross Marino

Retirement & Longevity Summit Wrap-Up with Kathi Balasek, Joy Lere & Joanne Burke


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On this episode of Shaping Change Ross talks with Kathi Balasek, Joy Lere & Joanne Burke  about their experiences at the 2022 Retirement & Longevity Summit. They discuss the sessions they led as speakers and the most memorable moments and takeaways from RLS 2022.

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SHIFT with Ross MarinoBy Ross Marino, CFP®, CPFA, CeFT®

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