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  •  
    Spotlight on the Business Success Knowledge Circle

    Join our first Succession Planning Conversation with special guests

    Martin Kurtz, CFP®, AIFA® and

    Elizabeth Jetton, Consultant, Educator

    December 8, 2014 at 3pm ET





    Does Budgeting Really Work?
    Does Budgeting Really Work?

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  1. Victor Ricciardi
    Victor Ricciardi

    Goucher College
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In The Know

LATEST DISCUSSIONS

  • Bob J. Rall, CFP®

    Do You Speak Social Security?

    Posted in: Retirement Planni...

    Here is a link to an article from Investment News in which MaryBeth Franklin, author of "Maximizing Your Clients' Social Security Retirement Benefits" discusses how advisors incorporate Social Security planning. http://www.investmentnews.com/article/20140922/BLOG05/140929990/do-you-speak-social-security ...

  • Jeffrey J. Crampton, CFP®, CFA

    RE: Researching - Impacts of Social Security Totalization...

    Posted in: International Cro...

    Jonathan, I'd be happy to speak with these students. Please forward my contact info. Thanks . . . and talk to you soon! Happy Thanksgiving, Jeff

  • Laura Brook

    RE: Researching - Impacts of Social Security Totalization...

    Posted in: International Cro...

    Patrice, thanks for letting us know that this email was not rendering correctly. I confirmed that the following is working: lahorner@umich.edu Thanks to those of you who reach out to Luke. I am sure that he would be happy to hear from you.

  • Barbara Kay, MA,LPC,RCC

    RE: Dec 8th Business Success Knowledge Circle -...

    Posted in: Business Success

    Thank you Sam! Will be a great discussion call! Barbara Kay barbara@barbarakaycoaching.com Sent from my iPad ------Original Message------ This message has been cross posted to the following Discussions: All Member Open Forum and Business...

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