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  • About
  • Programs
    • Mindful Money Management
    • Testament to Your Legacy
    • Your Designed Contribution
  • Publications
  • Insights
    • Blog
    • Core Values Exercise
    • Podcast
    • Links & Resources
    • Videos
  • Connect

Daily Archives: December 4, 2020

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  4. 04

Will You Make Your Impact? …Or Let The Opportunity Pass?

UncategorizedBy adminDecember 4, 2020

Apply the three P’s… Plan, Protect, Purpose What if I told you that doing proper estate planning will allow you to protect your family from the effect of taxes and you can make a far bigger impact on this world than you ever thought was possible. I might get your attention for a few fleeting moments. The…

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