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Phil Telpner
Oct '22 in
Resources
Year End Checklist
As a member of Gen X we are "busy".
Uncle Sam doesn't care. That is why we use checklists.
Hope this helps.
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Year End Checklist
Gen X Wealth Academy
skool.com/gen-x-wealth-academy-9959
Successful Gen X families are feeling squeezed.
We can help.
$ Financial Roadmap Meeting
$$ Breakout Wealth Academy
$$$ Breakout Private Wealth
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