Remove B2B Remove Financial Planner Remove Strategic Planning
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Transcript: Joanne Bradford

The Big Picture

And so they have done that and they’re a B2B company right now. So I worked with a certified financial planner called Katie Song when I was at SoFi. And she did a plan for me personally and answered the questions, can I retire? And so we offer that plan for $2,500. 00:29:28 [Speaker Changed] Yeah.

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