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How a CEFEX-Certified Advisor Can Help Your Organization

Note: This information is from 2021 but much has changed since then. Please be sure to discuss your unique financial situation with your McKinley Carter Advisor or another trusted professional.

A CEFEX certification helps determine the trustworthiness of investment fiduciaries. Learn how a CEFEX certified advisor helps organizations and businesses with retirement plans.

How a CEFEX-Certified Advisor Can Help Your Organization

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