Rochelle Croach Rodriguez’s Post

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Senior National Account Manager - Segment Lead National Accounts, Retirement at Capital Group | American Funds

Happy 529 day! Did you know the benefits of helping clients with educational planning go beyond assets under management? These conversations may help you form deeper emotional bonds with clients and their families. https://bit.ly/3ywU7Ep Important disclosures: https://bit.ly/2JzEDWl .

The power of educational planning

The power of educational planning

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