Financial Success -- Part 1

from Trinity Podcast · host Trinity University Podcast Network

Bob Scherer, dean of Trinity's School of Business, will converse with Ben Gurwitz '02, certified financial planner with Financial Life Advisors, in a two-part podcast about Social Security claiming strategies, how your financial adviser can add value, maximizing charitable gifts, and key retirement plan savings decisions.

Episode metadata supplied by the publisher feed · Published Aug 31, 2018

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Financial Success -- Part 1

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