ABOUT THE PRESENTERS

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Crystal Oculee
Chief Financial Strategist

  • Certified Tax Specialist®
  • Certified Income Specialist®
  • National Social Security Advisor®
  • Certified Estate and Trust Specialist®
  • Certified Annuity Specialist®
  • Certified Fund Specialist®
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Brian Kelca
Advanced Insurance Solutions Strategist

  • Chartered Life Underwriter®
  • Chartered Financial Consultant®
  • Master of Business Administration