Financial Education | Novi Wealth Partners

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Brenden Leese, CFP®

May 31

Wealth Transfer

Financial Basics for Teen and Young Adult Children

Robert Dunn, CFP®

May 24

Wealth Protection

What to Do with Leftover 529 Funds?

Daniel Satz, CFP®, MPAS® CRPC®, AWMA®

May 11

Wealth Protection

Are People with Good Credit Being Penalized?

Ryan M. Vogel, CFP®

May 3

Wealth Protection

When Does It Make Sense to Pay Off Your Mortgage?

Ryan A. Dunn, CFP®

Apr 12

Wealth Protection

Travel Health Insurance

Brenden Leese, CFP®

Apr 5

Wealth Protection

The Financial Impact of Loneliness and Social Isolation

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