No credit card, no obligation Financial Professionals only
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A favorite planning tool for married couples, the ABC trust ensures that a client's spouse receives a stable income for life—and the children get the remaining assets with substantial tax savings.
Avoid financial planning pitfalls the second time around.
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Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
July 31, August 7, 14, and 21, 2025
AI Marketing for Advisors
Begins October 23, 2025