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When:
September 12, 2023 @ 2:00 pm – 3:00 pm
2023-09-12T14:00:00-04:00
2023-09-12T15:00:00-04:00
Learn how to incorporate these strategies into your practice, join Equitable to hear from David McKnight, financial and tax-planning expert, and best-selling author. David will discuss how you can potentially help clients:
- Reduce their future tax burdens
- Keep more of their assets in retirement
- Create a tax-free income stream