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Your Year-End Financial Planning List

Educating Edison

December 2022

 

In this month's Educating Edison video, Casey Bartels, CFP® discusses "Your Year-End Finacial Planning List." With 2022 almost over, there are some time-sensitive financial planning items you might want to consider. 

Educating Edison is our monthly video series aimed at helping Southern California Edison employees better navigate their financial life.

If you have questions or would like to discuss your financial plan, please schedule a conversation HERE.