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Estate Planning with Life Insurance is an important cornerstone of family wealth planning, but with recent tax changes, a professional update is required for any tax and financial advisor working with high-net-worth families.
Knowledge Bureau is pleased to welcome Portfolio Strategies as the Exclusive Sponsor of the Distinguished Master Financial Advisor Graduation Luncheon at the Distinguished Advisor Conference, November 6-9 in San Diego. Portfolio Strategies’ President, Mark Kent, will be on hand at this prestigious event to congratulate graduates and present them with their designation pins and special gifts.
Bookkeeping is the cornerstone of any small business. In fact, keeping track of cash flows is a key stressor more many. That’s where a highly qualified professional bookkeeper comes in: to help steer the business into calm waters before any waves come aboard. If you want to be that professional, Knowledge Bureau’s Advanced Bookkeeping for Multiple Business course is the best choice to up your game.