open dyslexic mode

Not everyone has children or family nearby to step in during later years.

In this clip, Dennis O’Keefe, CFP®, shares a real client story about the importance of having someone, whether it’s family or a trusted person, ready to advocate for you.

Have you considered who that person will be for you?

Watch the full episode on our channel!

Connect with Dennis O'Keefe:

www.successfulmoney.com/
dennis@successfulmoney.com
(508) 730-2300
LinkedIn - Dennis O'Keefe: www.linkedin.com/in/dennisokeefe-/
LinkedIn - Successful Money Strategies, Inc: www.linkedin.com/company/successful-money-strategi…
Facebook - Successful Money Strategies, Inc: www.facebook.com/successfulmoneystrategies
Instagram - Successful Money Strategies, Inc: www.instagram.com/successfulmoneystrategies/
YouTube - Your Telecom Retirement: youtube.com/@DennisTelecomRetirement

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We believe the information presented to be reliable but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions.