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Financial Planning Resources

Financial planning blog, events, videos, podcasts, and white papers

Periscope blog

Professional financial planning tips
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Live events

Client education including lunch and learn
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Upcoming Events

Videos

Recordings of events and short videos too
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3 Money Rules for Big Life Transitions #shorts

Life transitions—whether joyful or difficult—can make financial decisions feel overwhelming. Slow down, protect your peace, and give yourself space to think clearly. In this video, we walk through 3 rules ...to help you avoid mistakes and move confidently into your next chapter.

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assetsandincome.com

#FinancialPlanning #LifeTransitions #WealthManagement #AandIWealthManagement #FinancialAdvice

Investment advisory services offered through A & I Financial Services LLC, registered investment advisor. Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC.[+] Show More

Podcasts

Karl Frank, Nathan Merrill, Jeff Krommendyk and guests
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White Papers

Download financial educational documents
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including the Wealth and Wellbeing Album

Financial advisor careers

Go Tax Free

Tax saving strategies and timely updates
Current year tax update
Tax saving and planning advice

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