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ENGAGE 2020


Lunch & Learn: Advanced Roth Conversion Strategies


Jun 10, 2020 12:50pm ‐ Jun 10, 2020 1:40pm

Speaker(s):

  • Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA, CEO and Director of Financial Planning, BluePrint Wealth Alliance LLC
Tags: PFP
Category: Bonus Lunch Session (Onsite Only)

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