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Kate Guillen
Organization – Building the Foundation for a Streamlined Practice
Guest Expert: Kate Guillen, SimplicityOps
Larry Pon
Key Birthdays: Harnessing Critical Age Markers in Tax and Retirement Strategies
CE Eligible
Guest Expert: Larry Pon, CPA,
Melinda
Preview of Medicare Masterclass Series (May) and More
Guest Expert: Melinda Caughill, Medicare Expert,

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