Cole Leonida, Financial Planner | CFP® | CPWA® | CKA®

Wealth and Wisdom Podcast: Episode 10

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Wealth and Wisdom Podcast: Episode 9

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Wealth and Wisdom Podcast: Episode 8

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Demystifying Medicare for Retirees

Aging and healthcare are two topics that go hand-in-hand, and which can be confusing to navigate. In this webinar, JMA’s Cole Leonida joins David and Carol Beth Stewart of Black Bear Insurance to unpack the complexities of Medicare and the role it plays in retirement planning. Drawing on years of expertise serving clients across the…

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Wealth and Wisdom Podcast: Episode 7

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