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Best Planning Ideas Panel

Jan 19, 2016 5:05pm ‐ Jan 19, 2016 6:20pm

Credits: None available.


Join us for a panel discussion on the best planning ideas for 2016. New ideas will be proposed and discussed by our top-rated speakers who are leaders in their respective fields. We will focus on ideas and strategies to put in practice now for your clients in the areas of personal financial planning, income tax and estate planning, retirement, risk management and investment strategies.



  • 0.00 - Tax

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