1 reply, 2 voices Last updated by n d 2 years, 3 months ago
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    • #49380

      Andrew Kehoe
      Participant
        @andrew_kehoe@glic.com

        Great to connect Andy, What is your core business?

        Fascinating.  How do you plan to retire from that? /Do you have an exit strategy?

        I agree, most people haven’t really thought about that.  If I could show you a way to prepare for retirement that was low risk and tax efficient would that interest you?

        Outstanding!  I have noon and 3PM available tomorrow for a quick call.  Which time works best for you?

        I look forward to speaking with you.

        Andy Kehoe

      • #49389

        n d
        Keymaster
          @negeen@coredm.com

          This looks great @andrew-kehoe!!

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