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Sam’s Personal Perspective to Retirement Planning
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22 Views • Aug 7, 2024 • Click to toggle off description
At just 11 years old, Sam knew she wanted to follow in my footsteps and 𝗵𝗲𝗹𝗽 𝗽𝗲𝗼𝗽𝗹𝗲 𝗮𝗰𝗵𝗶𝗲𝘃𝗲 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝘀𝗲𝗰𝘂𝗿𝗶𝘁𝘆. 👣

Sam brings a unique background of 𝘂𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱𝗶𝗻𝗴 𝘄𝗵𝗮𝘁 𝗼𝘂𝗿 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝗻𝗲𝗲𝗱 𝗮𝗻𝗱 𝘄𝗵𝗮𝘁 𝗺𝗼𝘁𝗶𝘃𝗮𝘁𝗲𝘀 𝘁𝗵𝗲𝗺 - a key to building lasting relationships and creating a comfortable financial planning experience! 🤝

We believe in 𝗺𝗲𝗲𝘁𝗶𝗻𝗴 𝗽𝗲𝗼𝗽𝗹𝗲 𝘄𝗵𝗲𝗿𝗲 𝘁𝗵𝗲𝘆'𝗿𝗲 𝗮𝘁 and her skills are a huge asset to our team!

To learn more about working with Sam and Karen and how it can benefit you, see my 𝗹𝗶𝗻𝗸 𝗶𝗻 𝗯𝗶𝗼 to head to our website! 🧑‍💻


#aboutus #ourstory #motherdaughterduo #teamwork #familybusiness #retirementplanning #financialcoach
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Views : 22
Genre: Education
License: Standard YouTube License
Uploaded At Aug 7, 2024 ^^


warning: returnyoutubedislikes may not be accurate, this is just an estiment ehe :3
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RYD date created : 2024-08-10T07:03:56.410397Z
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