Educating Edison- Your Year-End Financial Planning List

  Рет қаралды 47

Guardian Financial Partners

Guardian Financial Partners

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In this month's Educating Edison video, Casey Bartels, CFP® discusses "Your Year-End Finacial Planning List." With 2022 almost over, there are some time-sensitive financial planning items you might want to consider.
Educating Edison is our monthly video series aimed at helping Southern California Edison employees better navigate their financial life.
If you have questions, please contact Casey at Cbartels@guardianfinancialpartners.com

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