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Podcast: Holidays, Mistakes to Avoid, 2022 Goals

Podcast: Holidays, Mistakes to Avoid, 2022 Goals

Trevor Lawson, CFP®, AIF®, RICP®, CLU®, CDFA®

December 14, 2021

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8816 Six Forks Road

Suite 301

Raleigh, NC 27615

7, 66

tlawson@capfs.com

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