A solid financial plan is key to a comfortable retirement, and the CalPERS 457 Plan can help bridge the gap. Learn how it works to see if it's right for you. Register for this informational video seminar today: https://bit.ly/3AZIbrC
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Our Senior Financial Adviser, Dawn Thomas CFP®, SSA, has been featured in an insightful article on 𝐝𝐨𝐰𝐧𝐬𝐢𝐳𝐢𝐧𝐠 𝐟𝐨𝐫 𝐫𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭. If you’re considering a move, this quick read will help you understand the key factors and strategies to help make this important transition as smooth as possible. 𝐑𝐞𝐚𝐝 𝐭𝐡𝐞 𝐟𝐮𝐥𝐥 𝐚𝐫𝐭𝐢𝐜𝐥𝐞 𝐡𝐞𝐫𝐞: https://lnkd.in/eXKi3HDS. Proud to have Dawn on our team at The Wealth Designers! #RetirementPlanning #Downsizing #FinancialAdvice #TheWealthDesigners
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Planning for your future is crucial, let My Plan 4 Retirement in Seattle help you navigate the complexities of 401Ks. Trust us to secure your financial stability. #retirementplanning #401k
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Educating and empowering individuals to achieve their goals and dreams, from wealth building to savvy savings, by providing personalized strategies and crucial accountability.
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