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Podcast: Investor Mama
Episode: Legacy Blueprint - Estate Planning 101 with Ali Swart, CFP
Description: Connect with the Investor Mama Tribe
 Looking for ways to boost your income? Check out these resources to help you with your money journey
About
Ali is the Managing Director of Waldron’s Wealth Planning Department, where she develops and implements comprehensive, goal-based wealth planning strategies for our clients.
For more than 12 years, Ali has been helping entrepreneurs and their families simplify their financial lives. After earning a Marketing and a Management Information Systems degree from Marietta College, she earned a Master of Business Administration from Florida Atlantic University.
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