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“So much information in such a short amount of time! The information is about the things that nobody tells you about or talks about. I would recommend this course to any working person.”
“Joe is really educated and truly wants to help his clients.”
“Great course. I learned so much each session. I appreciate the info and it is so important to know these things!!! I want to know more each time I come !! More teachers should take advantage of these sessions.”
“Enjoyed the knowledge and information gained during this class. I would highly recommend this class to everyone young and old to get this knowledge.”
“Great class! Great teacher! Very good tools for real life. Everyone should know some of them.”
“The instructor openly shared a number of strategies to save money, reduce risks and minimize tax consequences.”
“I would recommend this course to anyone either approaching retirement or newly retired for future benefits.”
“Good course with great ideas and strategies. Highly recommended.”
5 Wealth Management
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding paying any local, state, or federal taxes. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser.