Trust Topics And Trends For Financial Advisors
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6 reviews with 4 stars
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(Updated: October 11, 2012)
4.0 |
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Great material. I am up to date on most of the estate planning issues my clients face, so much of the material was familiar for me. However, if I were solely an investment guy, this would have been extremely valuable. Thanks for bringing Rothschild on to discuss these important topics.
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