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Jody Lowe
Building an Effective PR & Marketing Program for Financial Advisors
Thu, Jan, 14 2027 12:00 PM ET
Jody Lowe:, The Lowe Group
Not CE Eligible
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Larry Pon
SE Tax for LLCs & S Corps: The Limited Partner Loophole, 5th Circuit Fallout & Reasonable Comp Battles
Tue, Jan, 19 2027 12:00 PM ET
Larry Pon, CPA, AEP,
CE Eligible CFP, CLU, ChFC, CPA, RICP, EA
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Erinn Andrews
Financial Planning in the Age of Donor-Advised Funds: Insights and Practical Strategies for Advisor
Tue, Feb, 2 2027 12:00 PM ET
Erinn Andrews and Danny Anderson
CE Eligible CFP, CLU, ChFC, CPA, RICP
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