Monthly Archives: July 2020

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7/22/2020 – Episode 49 — How Holistic Planning Can Guide You Through 2020’s Ups and Downs

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  • Learn how effective Gates Pass Advisor’s holistic planning approach can be, and why it is needed now more than ever
  • Learn investment insight and the importance of personalized portfolio management when navigating COVID-19

 

Gates Pass Advisors | esther@gatespassadvisors.com

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7/8/2020 – Episode 48 – What Do We Do When We Don’t Know What To Do

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  • Esther Szabo shares shares how she walked through an ‘off the charts’ uncontrollable experience and how she applies that knowledge to navigating today’s pandemic
  • Discover how markets have changed during this crisis and how it has impacted financial planning needs

Gates Pass Advisors | esther@gatespassadvisors.com