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March 9, 2024 – Gene’s Birthday Event at the More than Money World Headquarters – Megan hands out Birthday cupcakes for everyone! – Thank you for supporting our More than Money Foundation for American Values
Manage episode 407848031 series 1094528
Το περιεχόμενο παρέχεται από το Gene Dickison. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Gene Dickison ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
Alyssa takes charge and is joined by:
- Chad Rupprecht – financial advisor and a super hero in a fleece vest
- Greg Grillo – financial advisor, superstar golfer, and Abby’s dad
- Melissa Boyer – assistant operations director makes her radio debut!
- Our audience – the best in America!
- Lots more . . .
Free Second Opinion Meetings
- Meet with a More than Money advisor to review your entire financial picture or simply project your retirement
- Meet with our Social Security partner to plan the best S/S strategy for you
- Meet with our estate planning attorney partner to review your estate plans – if you have any
- Meet with our insurance partner to review your life or long term care coverages
- Discover how to have your 401(k) professionally managed without leaving your company plan
Schedule a free second opinion meeting with a More than Money advisor?
Call today (610-746-7007) or email (Gene@AskMtM.com) to schedule your time with us.
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