Reviews written by geoffpetersoncfp

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Estate & Asset Protection Problems Arising Amid Covid
Webinars
geoffpetersoncfpgeoffpetersoncfp   August 23, 2020
10
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Excellent, timely, and relevant subject matter delivered in concise, but understandable fashion.

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The New Math Driving 2020 Roth Conversions
Webinars
geoffpetersoncfpgeoffpetersoncfp   July 08, 2020
10
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Excellent subject matter, timely and actionable.

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2 results - showing 1 - 2