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Podcast: Registered Investment Advisor Podcast
Episode: Your Future is Now: Lessons in Wealth Management
Description: With almost twenty-five years of experience as a financial advising professional, Jeffrey Panik, MSFS, CFPĀ® knows that his job is to help clients strike a balance between living well today and planning for the future. Throughout his career, Jeff has worked with hundreds of families, individuals, and small businesses to help them set goals, strategically manage their assets, and work toward achieving their dreams.The first in his family to attend college, Jeff believes it is imperative to start the discussion of financial literacy early to best prepare for financial success throughout life. Jeff s...