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That Makes Sense: The Bundle
Episode 1 • 3rd November 2020 • Professional Edge • SEAN G. TODD, Esq., M. Tax, CFP®, CPA
00:00:00 00:15:01

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Most individuals do not receive coordinated advice. Some work with a CPA, a Stock Broker and an Estate Planning Attorney. Do you really think these 3 separate individuals coordinate their advice - I'm here to tell you NO they don't. This uncoordinated approach, think horse and buggy: is costing you time and money.

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