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Community Corner

Clay McNally obtains CLTC Designation

Kellie Levy, Neighbor

Synergy Financial Group would like to congratulate Financial Consultant Clay McNally on successfully completing the Certified in Long Term Care (CLTC) professional designation program. The CLTC program focuses on the discipline of extended care planning and provides professionals the critical tools necessary to discuss the subject of longevity and its consequences on their client’s family and finances. Congratulations, Clay!

 Securities Offered Through LPL Financial. Member FINRA/SIPC





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