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Planning with Tax Returns
Original Air Date: August 19th, 2020

Planning with Tax Returns

Category: Tax

Laurie Siebert, CPA, CFP®, AEP® discusses: “Financial Planning with the Tax Return.”

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Pension Options

Pension Options

Category: Employer Benefits, Retirement

Guest hosts Rodman Young, CPA/PFS, CFP® and Jaclyn Cornelius, CFP®, EA discuss: Pension Options.

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