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Tag: The Red Zone
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The Red Zone and Five Year Rule

Posted: November 4, 2022 at 4:30 pm   /   Enterprise Radio, EPN News, Financial, Financial Planning

Nick Bertha, Director of Wealth and Trust Planning, and President of Fieldpoint Private Trust Company, as well as Adam Ercoli, Director of Commercial Banking at Fieldpoint Private, a fast-growing private bank serving entrepreneurs, families, businesses and institutions joins Enterprise Radio.

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