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April 10, 2025In the Pitch: Fairway or Rough? Managing Client Needs (and Mitigating Client Issues) Post-Planning1 hr 30 minPlay
April 10, 2025Taking Care of Business: Why (and How) a Purpose Trust Might Be the Answer to Your Client's Business Succession Challenges1 hr 30 minPlay
April 10, 2025Tech Talks: Mastering Cybersecurity, Artificial Intelligence, and Practice Management1 hr 30 minPlay