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With the rise in values of clients’ retirement portfolios, planning for taxes becomes even more important. With the new taxation landscape, it’s a must-do time to update your knowledge…and offer tax-wise investment strategies for your clients. Here are three.
A new taxation landscape calls for new maps. Start laying groundwork now to take advantage of new tax policies and to avoid falling into traps. Here are four key ways to get started.
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The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2026
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12-15, 2026
Liftoff! Financial Educator Marketing Coaching Program
Begins June 3, 2026