PartnersFinancial Podcast

Episode 33: Legal Updates Impacting our Industry


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Tim McFarland, VP Advanced Sales at PartnersFinancial, joins the podcast with a look at the cases that have been decided in 2022. Tim runs through cases centering on business planning, estate, and retirement planning, giving us insight into why the case is relevant to our industry and key take-aways we find in each case.
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PartnersFinancial PodcastBy NFP

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