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5 To-Dos for Year End Planning
Manage episode 452051799 series 3462059
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We're quickly approaching the end of the year, and, as always, there are some items to take care of from a financial planning standpoint. Before we turn the calendar over to the new year, let's talk about 5 to-dos to put on your checklist for the year-end.
Important Links:
Website: https://www.estesfinancial.net/
Call: 817-444-8402
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