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Welcome to "Creating Richer Lives", where living a richer life goes beyond the balance in your bank account. In fact, being rich is about what you do with your dollars and how the choices you make with your money not only define your lifestyle now, but impact your legacy for years to come. Whether you’re working towards retirement or seeking ways to make philanthropy your goal, there is a road to get you there. It’s time to redefine what it means to have a richer life. 

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  2. Financial Planning For Older Adults

Financial Planning For Older Adults

Sep 26, 2020

You're now in retirement. That means there are new considerations in regards to financial planning.  Oliver Norman, CFP®, CHFC®, CLU®, CDFA® joins Karl Eggerss to discuss some valuable resources for older adults.