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May 6, 2022

What Happens if My Advisor Retires?

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Eye On Retirement

In This episode of Eye On Retirement Host Matt Goolsby is joined by Financial Advisor Danny Goolsby from Market Advisory Group, CPA Joshua Cicora from Market Tax Services, Medicare Advisor Bill Vawter from Market Medicare Advisors, and Estate Attorney Gerald Eidelman from Eidelman Law Firm to discuss the steps you need to take if your advisor retires.