Planning & Lifestyle

One Big Beautiful Bill Act Video Series
Planning & Lifestyle

One Big Beautiful Bill Act Video Series

CPC's Trevor Thompson, CFP®, CPWA®, Head of Wealth Solutions, Geri Lanning, CFP®, Senior Wealth Advisor, and Josh Voisine, CFP®, Senior Wealth Advisor, discuss key highlights of the One Big Beautiful Bill Act in this four-part video series.

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One Big Beautiful Bill Act Video Series
Planning & Lifestyle

One Big Beautiful Bill Act Video Series

CPC's Trevor Thompson, CFP®, CPWA®, Head of Wealth Solutions, Geri Lanning, CFP®, Senior Wealth Advisor, and Josh Voisine, CFP®, Senior Wealth Advisor, discuss key highlights of the One Big Beautiful Bill Act in this four-part video series.

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Client Chronicles: Your Quarterly Service Scoop
Planning & Lifestyle

Client Chronicles: Your Quarterly Service Scoop

Important End-of-Year Reminders

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Client Chronicles: Your Quarterly Service Scoop
Planning & Lifestyle

Client Chronicles: Your Quarterly Service Scoop

Important End-of-Year Reminders

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Wealth Planning Updates
Planning & Lifestyle

Wealth Planning Updates

Charitable Giving & The Tax Cuts and Jobs Act

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Wealth Planning Updates
Planning & Lifestyle

Wealth Planning Updates

Charitable Giving & The Tax Cuts and Jobs Act

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