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Speaker, author, teacher, consultant: I teach/consult to financial, tax, and legal professionals about the tax laws that govern IRAs and employer plans
Tutorials and Recorded Webinars On Demand
- We sometimes invite guests experts to be the speaker on webinars. Here is an example: Listen to the recorded webinar (for FREE) "The New Fiduciary Rules: How They Affect Financial Advisors" by Peter Gulia,Fiduciary Guidance Counsel