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Workshop: Working with a Financial Advisor: The Who, What, When, Why, and How of Advisors

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Brian Bass, MSFS, CFP®, RICP®, AEP®, CLU®
Managing Director – Wealth Management

Jason Rizkallah, CFP®, RICP
Managing Director – Financial Planning

Jessica Wunder, CFP®, RICP®, CRPC®
Principal, Wealth Management