Financial Planning Retirement Planning | Insights
Ambassadors Talk Tax Planning at FinServe Summit
Ambassadors from The College’s FinServe Network sat down with Sophia Duffy, JD, CPA, AEP® to discuss the importance of tax-informed planning at the 2024 FinServe Summit — including the new Tax Planning Certified Professional™ (TPCP™) designation.
November 14, 2024
November 14, 2024
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