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November 10, 2020 18 min

Terry is an Associate Director RICP - Retirement Income Certified Professional at Transamerica out of Columbus Ohio. He has 12 plus years in finance and leads a team of 15 other advisors.  Listen in on some of his pro-tips for web calls, building trust, and helping clients reach retirement readiness. Also, check out his non profit Educational Retirement Advisors, whos goal is to get every teacher in front of a fiduciary advisor, and have a documented retirement plan completed. www.ed-advisors.org 

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