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Campbell, CA
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Wyomissing, PA
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Madison, WI
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Loveland, CO
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Portland, OR
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Licensed Professional

Plano, TX
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PRODUCER

La Crescenta, CA
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Colorado Springs, CO
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Carlsbad, CA
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Advisor, Shareholder

Denver, CO
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Key Takeaways Retirement readiness requires proactive planning and an honest look at market risks, not reliance on common myths. Diversification and ongoing education are vital
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