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Our December 2019 sales kit hits two topics popular for year-end discussions: maximizing potentially underperforming assets and charitable giving.
Every December, we take stock of the past year and create plans and goals for the next one. Financially, we can help our clients do the sa...
In our December 2018 sales kit, we're talking about asset maximization and charitable giving, relevant to the spirit of the season and the end of the year.