In The News

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Smarter San Diego

Marguerite was featured on Smarter San Diego news to talk about Estate Planning and Estate Planning 101®- View

CBS News Channel 8

Marguerite was featured on Channel 8 CBS news to talk about how Estate Planning protects your quality of life later- View

CEG Worldwide

So, Mom Is Dating Again? How advisors can help alleviate the concerns of adult children -By Marguerite Lorenz - View

CEG Worldwide

Learn the real definition of a fiduciary today by reading an article from a member of our expert team, Marguerite Lorenz. - View

The Daily Transcript

Your Estate Plan is your Oxygen Mask... The role a Fiduciary plays in your Estate Plan. - View

ESPN Radio

Fiduciary Clay Spiegel interviewed on ESPN. - View

ESPN Radio

Marguerite Lorenz, CTFA,CLPF explaining “the job you asking someone else to do for you” on Real Talk San Diego - View

Real Talk - ESPN Radio

Marguerite Lorenz on ESPN Radio – Real Talk San Diego - View

ESPN Radio

Marguerite Lorenz on ESPN Radio – Real Talk San Diego - ​“Why is it important to have a Fiduciary.” – View

ESPN Radio

Marguerite Lorenz on ESPN Radio – Real Talk San Diego - View
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