Why Buy Caterpillar
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IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST…
I going to have an in-depth discussion with Charles Wilton, a portfolio manager with the private investment management group at Raymond James Financial. We are going to talk about the buy side of investing and how important it is.
And if you’d like to get a jump start on finding the answers to your key financial planning questions, using our proven system, you can book your risk free, no-obligation initial meeting. One of our specifically trained Certified Financial Planners will be pleased to walk you through The KAIZEN Financial Planning Process™.
Visit us online, at www.ironshield.ca, to obtain our contact information, then simply call or email to book your free initial meeting.
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ITEMS MENTIONED IN THIS EPISODE
- The KAIZEN Financial Planning Process™
- Six Mistakes Retirees Make With Their Finances (And How To Avoid Them!)
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