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RETIREMENT DAILY - New Year, New Approach: A 2021 Checklist for Small Business Owners

Checklist with Pen

Director of Financial Planning Brian Bruggeman, CFP®, CTFA highlights key items for business owners to review in 2021, including buy-sell agreements, estate plans, group health insurance options and more.
Read Brian's article here.

About the Author

Brian K Bruggeman, CFP®, CTFA

Brian K Bruggeman, CFP®, CTFA
Vice President
Director of Financial Planning
Walla Walla

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