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Ready 2 Retire Module 1

Module 1 Content

Module 1 Practical Application

#1: Schedule Zoom for Practical Application Check In Below

#2: Provide Statements for Savings, Investments, Home

Option 1: Email as attachment
Option 2: Fax to 661-829-4153

John and Beth Berry Buckets at end of Module 1


John and Beth Berry Right Capital Financial Planning Input at End of  Module 1

**Reminder – Read through The Retirees Guide to Housing Wealth before getting to Module 6

Other Module 1 Practical Application Resources

Blank Buckets TemplateDownload

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