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A Year-End Financial Checkup with Liz Garvey and Beth Parker | Barry Investment Advisors

Written by Barry Investment Advisors | Dec 13, 2024 5:00:00 AM

We're excited to share the latest episode of the Barry Broadcast podcast, featuring a discussion with financial planners Liz Garvey and Beth Parker. 

 In this insightful episode, Liz and Beth provide a detailed year-end financial checkup, covering crucial topics such as retirement contribution limits, gifting opportunities, and charitable giving options.  

Click Here to Listen