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March 8, 2021

Strategies to Save on 2020 and 2021 Taxes - Webinar Recording

with Varun Marneni, CFP® and special guest Doug Neal, CPA
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Education
April 17, 2020

Understanding the CARES Act with Guest Speaker Doug Neal, CPA

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Education
April 6, 2020

Outline of the Key Provisions from the CARES Act

by Trevor K. Thompson, CFP®
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Education
April 2, 2020

Key Points of the CARES Act

by Trevor K. Thompson, CFP®
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Education
March 26, 2020

Helpful Links

by Tiara Kincaid
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Education
November 4, 2019

Opportunity Zone Investments

by Varun K. Marneni, CFP®
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Education
October 15, 2019

Maximize Charitable Gifts While Minimizing Taxes

by Michael McCool, CFP®, CIMA®
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Education
February 27, 2019

The CPC Investment Process

with David G. Hunter, CFA®, CAIA
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Education
August 1, 2018

A Resource to Help With Housing and Healthcare in Retirement

by Trevor Thompson, CFP®
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