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Financial Success - Part 2 episode artwork

Aug 31, 2018 31 min

Financial Success - Part 2

from Trinity Podcast Hosted by 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.

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Financial Success - Part 2

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This episode was published on August 31, 2018.

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