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Retirement Investment Strategy Slides

Joel Merritt, CFP®

December 29, 2025

See The Guide Here!

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Office: (262) 691-4000

Fax: (262) 691-4015

N21W23340 RidgeView Parkway

Suite 2

Waukesha, WI 53188

peter.merritt@raymondjames.com

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