STRATEGY

The Savings Playbook

In this series you will learn how to create a Savings Playbook and determine the best order to invest in each of your accounts with the goal of maximizing returns with a minimum of taxes.
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Meet the instructor

Coach Jean

With Masters degrees in both Life Coaching and Management & Leadership, Jean is passionate about empowering individuals to live their most authentic and fulfilling lives. She wants you to feel confident about your ability to fund a secure financial future.