Thursday Insights
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- Thursday Insights: The Hidden Risk to Your Client’s Wealth—and How to Solve It Without Leaving Your Lane; presented by Eve Nasby
- Thursday Insights: A Candid Look at ESOPs; presented by David Blauzvern and John Marino
- Thursday Insights: Outcome-Focused Planning; presented by Joe Strazzeri, Esq. and Sal Strazzeri, JD
- Thursday Insights: Stop Selling. Start Listening. One skill that turns a prospect into a client for life; presented by Paige Wilhide
- Thursday Insights: Dealing with Business Entities After a Death; presented by Maureen Verduyn, CFP, M.Ed., CEPA and Kate Langmore, Esq., Certified Specialist in Estate Planning, Trust and Probate Law (State Bar of California Board of Legal Specialization)
- Thursday Insights: Fireside Chat about The Five Limitations to Progress; presented by Garrett D’Alessandro and Shelley Lightfoot
- Thursday Insights: Emerging Wealth Solutions; presented by Steve Mancini, Esq. and Sal Strazzeri, JD