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Posted on July 24, 2020August 3, 2020 by Li

Podcast Episode #10 – Wealth Management 101 with Evan Wolk

Joining us for this episode to talk about wealth management is Evan Wolk (evan@wolkfinancial.net) .  Evan is the managing director of Wolk Financial Management Inc (www.wolkfinancial.net).  We discuss what is wealth manager, and how to navigate the rollercoaster market we have seen this year.

CategoriesFinancial Planning Tagspodcast, wealth_management

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