Planning Your Legacy

Planning Your Legacy

Legacy planning is a must, but what is it and how do you get started? On todays show Rob and Lori give you the information you need to get started with your own financial legacy plan and talk about just how important this is for everyone.
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When a part of your financial strategy is out of place, your long-term goals, your retirement savings, your legacy all suffer.

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vor 5 Jahren
Legacy planning is a must, but what is it and how do you get
started? On todays show Rob and Lori give you the information you
need to get started with your own financial legacy plan and talk
about just how important this is for everyone.

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