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Analyzing 1040s for Financial Planning Opportunities
Larry Pon, CPA,
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A Deep Dive on Risk Control Indices (for Annuities): From A Trillion-Dollar Market to How to Put More Money Into Client’s Pocket
Laurence Black, The Index Standard
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Creative Tax and Estate Planning Strategies with Bob Keebler
Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates
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Multi-Generational Planning for Second Homes and Heirloom Properties
Tim Borchers, Esq., AEP®, Borchers Trust Law
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7 Keys of Retirement Life
Dave Buck, Infinity LifeStyle Designs
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Tax Planning for the Expiration of the TCJA
Larry Pon, CPA,
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How to Avoid The Top 10 Costly IRA Mistakes
Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA, Appleby Consulting
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