RetireMentorship

Spring Review 2024

February 22, 2024 Freeman Linde, CFP® Season 12 Episode 154
RetireMentorship
Spring Review 2024
Show Notes

Episode 154 | Here are some updates for my Clients for 2024. We run our Spring Reviews to correspond with Tax Season. We need to update them on a lot of topics, so rather than repeating the same information in every meeting, we’re making this video to share with them.

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