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Sep 2024
9m 59s

Advanced Planning Podcast: 2024 Year-End...

CLIENT STRATEGY OFFICE
About this episode
The UBS Advanced Planning Team has just released their 2024 Year-End Planning Strategies whitepaper. Join Senior Wealth Strategist, Jennifer Lan, and Wealth Strategist, Premini Scandurra as they highlight specific topics within the whitepaper, including, charitable giving, the Corporate Transparency Act and a few others of intertest. Host: Daniel Cassidy 
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