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September 2022 Conversation Circle - Solo Firms
Conversation Circle Information

Facilitators: Sunit Bhalla, OakTree Financial Planning and Rich Feight, IAM Financial
Join the solo firm community to discuss client planning for the end of the calendar year. This discussion will include topics such as tax planning—in particular, we will discuss software used to analyze Roth conversation. We look forward to this conversation with you.

Audience: Everyone
Availability: No future session
Cost: FREE
Credit Offered:
No Credit Offered
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