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Financial Planning for Parents and Grandparents

Released on Wednesday, April 17, 2024FINANCIAL AND ESTATE PLANNING

Providing financial support to your children and grandchildren can be a very rewarding experience. But how can that best be done? In this presentation, learn how best to invest in your children’s and grandchildren’s educational and financial future to ensure that your gifts align with both your individual and family goals. 

Nancy Grouni
Objective Financial Partners Inc., Financial Planner
Jason Heath
Objective Financial Partners Inc., Managing Director

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