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Connect with a community of like-minded advisors, hear what’s working, and share ideas on a regular basis. Each 45- minute session is led by a…
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Join Jamie Hopkins, Esq., MBA, CFP®, LLM, CLU®, CHFC®, RICP®, Director of Retirement Research and Managing Director of Carson Coaching as he discusses retirement planning… |
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Connect with a community of like-minded advisors, hear what’s working, and share ideas on a regular basis. Each 45- minute session is led by a… |
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Wondering what the end of 2020 could mean for the beginning of 2021? Join us for our Forecast 2021 webinar where Greg Opitz, Executive Business… |
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Connect with a community of like-minded advisors, hear what’s working, and share ideas on a regular basis. Each 45- minute session is led by a… |
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Connect with a community of like-minded advisors, hear what’s working, and share ideas on a regular basis. Each 45- minute session is led by a… |
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Hosts: Jamie Hopkins, Managing Director of Carson Coaching; Rob Swan, Portfolio Manager and Chief Operating Officer at Swan Investments; and Marc Odo, Client Portfolio Manager… |
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