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PUT YOUR FINANCIAL WINDFALL TO WORK

We can help. Uncover practical tips and strategies – including seven action steps you can take.

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Limit one complimentary offer per household, per 18 months. Offer ends Oct. 27, 2023, and is only applicable to households with minimum investable assets of $250,000. Offer criteria may be waived at Edelman Financial Engines’ discretion.

 

 

Your guide includes:

  1. Advice for handling the psychological impact of a windfall
  2. Important do’s and don’ts before making any moves
  3. Strategies to help make the most of your money
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