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ADVI$OR: Personal Financial Planning Virtual Conference

January 10-11 |

Virtual |

https://conferences.calcpa.org/personal-financial-planning-conference/

The ADVI$OR Virtual Conference will allow financial advisors to keep on top of recent developments, including how the new tax laws impact financial planning, tax management within investments, and client communications.

Price: 345-455

Type: Virtual

Content Focus: Investment, Risk/Insurance Planning, Tax Planning

Channel: CFPs, Independent BD, RIA

Organizer: Association

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