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Listen "Ep. 54 The Financial Planning Process part 2"
Episode Synopsis
Frank, David, and Peter continue their discussion this week on "the financial planning process". The group this week discuss opportunities and challenges when it comes to seeking financial planning advice. To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
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