Media source: CFJC Today Newsroom | January 9, 2023
Did you catch Mark Bertoli, CPCA, on the January 9, 2023 Midday show for CFJC Today Newsroom? As part of a 4–part series, in this episode “Begin with the end in mind,” Mark shares his insights about figuring out where you’re going 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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