Elder Talk

Navigating long-term financial planning [Episode 48]

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Mark Werner, owner of Cornerstone Advisors and certified financial planning professional, returns to ElderTalk to discuss investing and retirement with attorney-CPA Joe Cordell and cohost Susan Arthur. He explains the importance of building an estate plan and looking long-term. The post Navigating Long-Term Financial Planning [Episode 47] appeared first on Cordell Planning Partners.