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10/07/2020 – Episode 53 — 5 Considerations for Your 2020 Year-End Planning

  • Prepare to to tackle your year-end planning tasks with Esther Szabo’s list of the 5 things you should think about as you plan for your transition into 2021
  • Discover the impact the election, COVID-19, and holiday season could bring to your financial plan — and how to plan accordingly

Gates Pass Advisors: (650) 797-0280 | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn