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Last Chance Financial Planning Checklist
This is a quick workshop to help you determine if you need to take any actions before the end of the year.

We will provide you with a simple checklist that covers items like taxes, retirement savings, investments, insurance, and medical.

The entire Workshop might be around 30 minutes but it will help you identify if you have everything covered or need to address any issues before the year is over.

Please arrive 5-10 minutes before start time. Questions? Call us at 704.708.5001 or email at

Dec 12, 2023 06:30 PM in Eastern Time (US and Canada)

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