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The Big Need for a Plan - Ep 10
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On Episode 10 of Decision Dialogues, Modera CEO Tom Orecchio and COO Mark Willoughby speak to estate planning attorney Mary Browning of Cole Schotz, P.C. In addition to sharing some useful career insights, Mary talks about one of the most important decisions anyone can make, but one that is so often avoided—how one's affairs will be handled in the event of their death. Get the full show notes and more resources at ModeraWealth.com/DecisionDialogues
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