Media source: CFJC Today Newsroom | January 9, 2023
Did you catch Mark Bertoli, CPCA, on the January 9, 2023 Midday show forCFJC Today Newsroom?As partof a 4–part series, in this episode “Begin with the end in mind,”Mark shares his insightsabout figuring out where you’regoing financially and working backwards with financial goals.Watch this video to learn more about intergenerational planning and the financial complexities faced with owning a business.
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