YFP 270: YFP Planning Case Study #3: Financial and Life Considerations As Retirement Nears
Aug 25, 2022
38:32
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YFP Co-Founder & Director of Financial Planning, Tim Baker, CFP®, RLP® is joined by YFP Planning Lead Planners, Kelly Reddy-Heffner, CFP®, CSLP®, CDFA®, and Robert Lopez, CFP® to discuss a financial planning case study on financial and life considerations as retirement nears.
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