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NextPhase - the Ultimate Retirement Income Planning Platform - Osaic Technology Podcast | OndaCast

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EPISODEMay 2, 2024

NextPhase - the Ultimate Retirement Income Planning Platform

FromOsaic Technology Podcast•Osaic

Manager Technology Solutions Consultant Mark Matheny sits with Aaron Winters, Sr. Consultant with the Retirement and Income Planning team, to discuss in-depth details about NextPhase.

NextPhase is a streamlined retirement income planning software and support package. Here Aaron describe how to be more proficient and profitable using NextPhase. He will also share some details about the future, as well as current implementation strategies.

NextPhase - the Ultimate Retirement Income Planning Platform

FromOsaic Technology Podcast•Osaic

Manager Technology Solutions Consultant Mark Matheny sits with Aaron Winters, Sr. Consultant with the Retirement and Income Planning team, to discuss in-depth details about NextPhase.

NextPhase - the Ultimate Retirement Income Planning Platform

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