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What Does Tax Deal Mean for Charitable Planning?
Thomas Lee, the creator of the GIVE Strategy, explains how you can use the new tax deal to grow your practice.
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Ask the Experts is an educational video series, hosted by Financial Planning that features an engaging Q&A with financial and retirement industry experts. This series, sponsored by Guardian, addresses questions and discusses how financial planners can succeed in today's 401(k) marketplace, including small-market needs, strategies, service and support as well as resources. Watch these videos to learn more.
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> Large Plan Services for Small Plan Clients
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