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What’ Brewing: Everyday Estate Planning
April 1, 2021
Dale shares stories from his mom’s recent passing as well as “lessons learned” from past situations he’s helped coach. Anyone looking for basic estate planning advice – beyond “get a...
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What’s Brewing: The “Family Talk”
March 4, 2021
Join us for March’s podcast featuring Travis Collins, Pastor of First Baptist Church in Huntsville, Alabama. Shari discusses what should be in today’s estate plans and Travis joins to share...
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What’s Brewing: Navigating Dramatic Change
February 5, 2021
This month we pause – and further discuss some perspective around the change we think is ahead. Whether the change is initiated from current circumstance or a natural progression of...
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What’s Brewing: Is the Market Too High?
January 8, 2021
PODCAST – We bring you insight into the hottest topic in wealth management. You will get balanced views, actionable steps, and timely examples from industry experts. This month’s guest is...
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