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  • Published Date

    September 17, 2020
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WELLS FARGO Advisors Year-end planning may be more important than ever Autumn can be a good time of year for families to review their financial situation to make sure they are on track to reach their yearly goals. This year, the impact of COVID-19 may make a financial check-up more important than ever, Elle Swart, CFP Senior Vice President - Investment Officer Derek Hahn Senior Vice President - Investment Officer 400 Midland Court, Suite 103 Janesville, WI 53546 608-758-5310 Investment and Insurance Products NOT FDIC Insured NO Bank Guarantee MAY Lose Value Wels Fargo Advisors satrade name used by Wels Fango Clearing Servioes, LLC, Member SK, aegistered broker dealer and non-bank affilate of els Fargo & Company CAR-O820-03A00 WELLS FARGO Advisors Year-end planning may be more important than ever Autumn can be a good time of year for families to review their financial situation to make sure they are on track to reach their yearly goals. This year, the impact of COVID-19 may make a financial check-up more important than ever, Elle Swart, CFP Senior Vice President - Investment Officer Derek Hahn Senior Vice President - Investment Officer 400 Midland Court, Suite 103 Janesville, WI 53546 608-758-5310 Investment and Insurance Products NOT FDIC Insured NO Bank Guarantee MAY Lose Value Wels Fargo Advisors satrade name used by Wels Fango Clearing Servioes, LLC, Member SK, aegistered broker dealer and non-bank affilate of els Fargo & Company CAR-O820-03A00