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Wealth and health crises forges new purpose for retirement planner

Monday 23rd of October 2023
Longo is a partner with Relevant Financial, a retirement planning firm for private individuals with a fee for service model. He spoke at the recent Million Dollar Round Table roadshow about how three years ago he stood on the verge of losing everything due to a health and wealth crisis.
What got him into MDRT is its values and whole person concept, he said. What got him to stay was the...
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3 min read