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Articles on how to grow a thriving financial practice

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Retirement

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Min read

Creative Retirement

"If your memories exceed your dreams the end is near." - Andy Stanley

Wes Young

Founder

Financial Planning

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Min read

Offer Planning vs. a Plan

“Plans are useful in the sense that they're proof that planning has taken place. The planning process forces people to think through the right issues.” ― Chip Heath

Wes Young

Founder

Financial Planning

—

Min read

Offer Planning vs. a Plan

“Plans are useful in the sense that they're proof that planning has taken place. The planning process forces people to think through the right issues.” ― Chip Heath

Wes Young

Founder

All materials published on the Wes Young Learning Series are protected by copyright and owned and controlled by the Wes Young Learning Series and are for the sole use of Premium Subscribers and the registered staff or agents operating under the Premium Subscriber's personalized/customized DBA. Copyright © 2023 The Planning Shepherd, LLC

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