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Tuesday, July 28, 2020Community

Get it Together Pt. 2 – Bank and Brokerage Accounts – WE

Based on the writings of Melanie Cullen. The book has so much information that we decided to take a few of the chapters and break them down into this 4-part series. In part 2, we are going to discuss bank and brokerage accounts. Along with the durable power of attorney and why it is important to have this information in one place.

Tuesday, July 28, 2020 4:00 PM thru 05:00 PM

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