EPISODE · Sep 20, 2022 · 13 MIN
Advanced Planning 2022 Year-End Guide Podcast
Listen to the authors of the 2022 Year-End Guide, Todd Mayo and Jacqueline Denton as they share their thoughts on some selected planning ideas from the guide. Todd is a Senior Wealth Strategist based in Boston MA, and Jacqueline is an Associate Wealth Strategist based in Nashville TN. Host: Daniel Cassidy
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Advanced Planning 2022 Year-End Guide Podcast
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