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President, Curtis Sheldon, CFP®, EA, AIF® shares “Curt’s Chalk Talk” with an eye-catching emoji discussing what happens if you deploy in the middle of March and it’s time to do your taxes. It’s important to keep the lines of communication open, especially when it is something, such as market volatility.
Louis, Missouri, 63134 Transparency is the single most powerful force that exists in realm of human communication. About the Speakers Andy Panko, CFP A flat fee advisor who grew from $0 in revenue to closing his practice to new clients in under two years, he did it through the power of logic and service to the client.
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