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Financials

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CEO Derek Kelly Delivers the August Market Update: Navigating Economic Shocks | Derek Kelly, CEO, Hilltop Financial Planning.
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5 Essential Considerations Before Selling Your Business | Scott Sturgeon, Founder, Oread Wealth Partners.
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Strategies for Managing Inflation: Insights from Scott Sturgeon | Scott Sturgeon, Founder, Oread Wealth Partners.
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Revealing Your True Expense Number: A Simple Test by Kade Hammes | Kade Hammes, Founder, Storybook Financial.
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The Benefits of Opening a Roth IRA for Your Child | Sharon K. Weaver, President, Mission Financial Planning.
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Introduction to Oread Wealth Partners | Scott Sturgeon, Founder, Oread Wealth Partners.
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Mastering Budget Basics: The 20/60/20 Rule for Financial Success | Adam Taylor, CEO, Taylor Financial.
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The HSA Tax Saving Strategy for High-Income Earners: Insights from Scott Sturgeon | Scott Sturgeon, Founder, Oread Wealth Partners.
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Oread Wealth Partners: A New Standard in Financial Advisory | Scott Sturgeon, Founder, Oread Wealth Partners.
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CEO Derek Kelly’s Professional Market Update: Impact of the Mini-Budget | Derek Kelly, CEO, Hilltop Financial Planning.
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Understanding the Consumer Price Index (CPI) and Its Impact | Mike Everritt, CIO, Taylor Financial.
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Happy Money: Achieving Financial Well-Being | Sharon K. Weaver, President, Mission Financial Planning.
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Understanding Good Debt vs. Bad Debt: Insights from Kade Hammes | Kade Hammes, Founder, Storybook Financial.
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The Four Pillars of Personal Financial Success with Stew Koesten | Stew Koesten, Chairman, Aspyre Wealth Partners.
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Finding Financial Normalcy with Jessi Chadd | Jessi Chadd, Principal, Aspyre Wealth Partners.
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Comprehensive Financial Planning with Joni Lindquist | Joni Lindquist, Principal, Aspyre Wealth Partners.

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