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Leo Almazora

Jun 14, 20223 min read

What advisors must know about working with LGBTQ2+ clients.

Cindy Marques sheds light on challenges, realities, and values for wealth professionals to consider.

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Cindy Marques

Oct 31, 20191 min read

Financial challenges millennials face, the changing meaning of retirement, the differences between tracking your spending and budgeting.

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