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Month: October 2013

Helping Advisors After the Tax Act: A New Training Program

By Rick Swygman | October 1, 2013

We are excited to announce the launch of a new training program titled, “Estate Planning Strategies – A New Paradigm for Advisors.” This online, self-study program is designed in partnership with industry-leading estate planning attorney, Donna Schumell and Greene Consulting. The online, self-study program equips Financial Advisors with: A broad understanding of The American Taxpayer…

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