Episode 64: An Inside Look at Strategic Planning Season
Federal Employee Financial Planning Podcast · Mason & Associates
April 29, 202441m 49s
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Show Notes
Wondering what goes on during strategic planning meeting season at Mason & Associates? Join Tommy, Ben, and John as they break down what to expect during this crucial time. From adjusting plans to accommodate changing goals to demanding excellence from your financial planner, this episode covers it all.
Access the full show notes at Mason & Associates, LLC