Client WorkshopsYou finally got your plan in place. Now make sure it continues to work for you.

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Upcoming Workshop Events

Financial Webinar – The Tax Advantages of ROTH Conversions

Tuesday, August 3rd, 4:00 PM MST EXCLUSIVELY FOR CLIENTS AND YOUR GUESTS – The current tax regime is allowing for a tremendous opportunity that might not present itself again for many years. If you have an ...
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Webinar – Beneficiary Trust Shares

Thursday, August 19th, 4:00 PM MST A webinar exclusively for Legacy Protection Plan members and your guests. Lack of communication can derail even the best designed estate plan. Beneficiary trust shares in your living trust dictate exactly ...
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