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Jeff Sheppard 7-6-26
Jeff Sheppard of The Family Wealth Group give us a review of how he and his family celebrated the Fourth Of July. Midway through the fiscal year is a good time to take stock and check on the status of the items in your portfolio as well as who are the beneficiaries on your financial accounts and assets.See omnystudio.com/listener for privacy information.
The skinny
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