E. 10 | Do Good While Having Year-End Discussions

E. 10 | Make The Most Out Of Year-End Discussions; Meet With Your Clients While Helping A Good Cause 

Hosted by Myles McHale

Release Date: November 18

Focal Point: The use of a Qualified Charitable Distribution (QCD) and how they may be very beneficial to both client relationships and the charities that they support

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