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Chalk Talk – The latest on the RISE & SHINE/SECURE 2.0 Acts, what that means to you and your Tax Planning in Retirement

MainStreet Financial Planning

Acts, what that means to you and your Tax Planning in Retirement. Lastly, Larry will take your questions on Tax Planning in Retirement so you can avoid unintended tax consequences in retirement. Mr. Pon is a Certified Public Accountant, Personal Financial Specialist, Certified.

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Preparing for the CFP Exam: Effective Tips and Strategies for Success

International College of Financial Planning

CFP, or the Certified Financial Planner exam, is a significant milestone in becoming a certified financial planner. Stay Updated with Industry Changes Financial planning is a dynamic field, and staying updated with industry changes and regulatory updates is essential.

CFP 52