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On-Demand Webinar
Win Business Through Tax Management
Monday, March 11, 2024 C2P Join Dave Alison, CFP®, EA, BPC, President & Founding Partner of C2P, and Founder & CEO of Alison Wealth Management, for a webinar that helps you expand your reach with tax planning.
On-Demand Webinar
The Latest on the Changing Financial Aid Landscape
Monday, April 17, 2023 Private College 529 Plan Updates coming to college financial aid, including the FAFSA application. Hear from senior-level financial aid administrators from the University of Notre Dame and USC on these changes, their implications for families, and how to support your clients.
On-Demand Webinar
Home Equity In Retirement Planning
Friday, March 31, 2023 Finance of America Reverse, LLC View our webinar to learn how a reverse mortgage can be a powerful retirement planning tool, and how the emotional attachment to our homes can have an impact on the financial decisions we make regarding our housing wealth.
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