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PA newsletter – August 1 of 3 – Counting pennies: How to counsel frugal yet charitable clients

/ Uncategorized / By Julianne Buck

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  • Thank you Nancy & Cindy and Welcome, Melanie!
  • “Event tickets: Beware of the split” – October 2 of 3
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  • “Looking ahead: Charitable planning techniques on the horizon” – Professional Advisor Newsletter – September 3 of 3

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    In the historic Coleman Hardware Building which is now the Canalport Community Center

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