Cindy David Financial Group > News > Ready Set Retire

Ready Set Retire

by Cindy David | Feb 4, 2022 | News | 0 comments

Listen to the latest episode of #ReadySetRetire where Lori Pinkowski from Canaccord Genuity Wealth Management and I discuss what roads you can take in order to better your financial health. As always we get straight to the point; “We have a right to plan our financial affairs in the most tax-efficient way possible” and show you how having a team of financial experts can safely and securely keep your wealth protected.

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CINDY DAVID, CFP, CLU, FEA, TEP

Cindy likes to post topics of conversation that are relevant to her clients. This is a great way to stay on topic of current financial topics in between review meetings with the team.

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