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December 2019

SECURE Act

SECURE Act: What It Could Mean for You

With 26 provisions due to go into effect Jan. 1, 2020, are you ready for the what the SECURE Act could bring to you and your retirement savings? Learn what’s
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Comprehensive Services: Tax Preparation

Why is tax preparation an important part of a financial planning relationship? I’ll explain how it fits into our comprehensive services offering — and how it adds value for our
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