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Independent Retirement
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Daybright Financial
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EPIC RPS
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Regional Sales Director-Mid Atlantic July Business Services
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Director of Regulatory Operations and Compliance PCS Retirement
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Spectrum Pension Consultants (part of Daybright Financial)
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EPIC RPS
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Director, Strategic Accounts and Channel Development July Business Services
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Daybright Financial
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Regional Sales Director-Heartland July Business Services
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Nova 401(k) Associates
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Internal Channel Sales Team Lead July Business Services
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Stones River Consulting
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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Relationship Manager – Defined Contributions Daybright Financial
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Building a Smart Withdrawal Plan
Savant 
Nov. 20, 2025 "A withdrawal plan is just as important as your investment strategy. While the immediate goal is to make sure you have enough income to support your lifestyle, the bigger opportunity lies in how you take that income and how to minimize taxes over your entire retirement, not just this year. A thoughtful, tax-efficient withdrawal strategy can potentially reduce your lifetime tax bill and help your money last longer. Let's walk through how to build one." MORE >> |
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