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    Hidden Value: Tax-Smart Charitable Giving Strategies for the New Tax Era

    In The News

    Hidden Value: Tax-Smart Charitable Giving Strategies for the New Tax Era

    on September 14, 2019 | By Lauren Laferla, Director of Communications
    Hidden Value is a column in ThinkAdvisor where Joe Elsasser, CFP®, answers common questions with insights that advisors and their clients may not have considered. This week, Joe discusses tax-smart strategies for charitable giving.
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    Live Webinar: Marketing Your Retirement Planning Practice

    Marketing

    Live Webinar: Marketing Your Retirement Planning Practice

    on September 13, 2019 | By Lauren Laferla, Director of Communications
    Do you want help marketing your financial planning practice? Join Covisum's Director of Sales and Marketing, Katie Godbout, on September 26, 2019 at 1:30 p.m. Central Time for a free webinar. Learn how to develop and execute an effective marketing strategy that will help you grow your retirement planning practice.
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    FinPlan Friday: Debt in Retirement

    Tax

    FinPlan Friday: Debt in Retirement

    on September 6, 2019 | By Lauren Laferla, Director of Communications
    Navigating Debt in Retirement Most advisors will encounter at least one client with debt in retirement. Sometimes this can be beneficial, but other times it can weigh down a client's retirement investment strategy. Learn how to navigate these unique client situations this week in our FinPlan Friday discussion with Joe.
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