VIRTUAL CHAPTER MEETING – Planning with Net Unrealized Appreciation

by Holly Wilkerson | Nov 15, 2022 | Local

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Date/Time
Date(s) - 11/15/2022
1:30 pm - 3:00 pm

Categories

Local

Speaker(s): Jeffrey Levine, CPA/PFS, CFP^®, CWS^®, BFA^®, MSA, Lead Financial Planning Nerd, Kitces.com, Chief Planning Officer, Buckingham Wealth Partners
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