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Bellefontaine, OH

Kiwanis Club hosts Todd White from Golden Reserve

peakofohio.com
 2021-03-03

The Bellefontaine Kiwanis Club recently listened to information on ways to preserve dollars and evaluate strategies to maximize tax savings by scoring risk factors associated with post-retirement expenses including market risks, taxes, investment fees and long-term care expenses. During the meeting Todd White compared pre-retirement years to ‘climbing a mountain’...

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