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Meet Your Presenter

Carol Dewey
Safe Money Mindset Educator

"I've found the biggest deficiency retirees have is a plan that evaluates and places all the pieces of a financial portfolio into one cohesive, easy to understand set of action steps.  This is where I offer support by creating a structure for success."

Rick Williams
Safe Money Mindset Educator

"With 17 years of experience in financial services and as a retirement planner, I've learned the best way to help people is to deliver tangible information that can be acted on or used to initiate advance conversations with their financial advisors."