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Lisa Rehburg
An Update on Life Insurance Settlements
CE Eligible
Guest Expert: Lisa Rehburg,
Larry Pon
Decoding Tax Reporting for DSTs (Delaware Statutory Trusts)
Guest Expert: Larry Pon, CPA,
Kevin Brady
Helping Clients with Restricted Stock Units (RSUs)
CE Eligible
Guest Expert: Kevin Brady, CFP® and Chris Jennings, CFP®

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