On demand | 9 steps setting you up for financial success
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Marsh McLennan Agency will offer tips for 9 steps you can take in advance of the new year to set you up for financial success with short term and long term strategies you can leverage immediately.
Date: December 6, 2023
Time: 2 pm, ET
Duration: 38 minutes
Speakers: Lisa Buffington, AIF® CPFA®, Vice President, Retirement Services
Robert Kelley, AIF®, Director of Financial Consulting, Retirement Services