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Up Your Assets· Ep. 21

Up Your Assets ~ Living Longer Than You Think (and Loving It)

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  1. Ep. 22

    Up Your Assets ~ The Hidden Costs in Your Retirement Plan ~ Benchmarking Your Way to Better

    Host Ray Ferrara CFP® and guest Jon Brethauer CFP®, AIF®, CPFA, MBA discuss the complexities of being a retirement plan sponsor. This is part 1 of a 2-part series, where they delve into fiduciary responsibilities, the importance of hiring fiduciary advisors, and the various types of fiduciaries.

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