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Highlights include CRATs and monetized installment sales.
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The Finra penalty included a fine of $200,000 and restitution to clients of $498,000 plus interest.
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“Retirement Asset Planning” Presentation by Michael Simon for the Fall 2023 workshop series
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2023: ASK First Form signed by Michael Simon
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2023: ASK First Form signed by Paul Horn
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2023: ASK First Form signed by Claire Thornton
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“Charitable Opportunities” Presentation by Lindsey Jacobs for the Spring 2023 workshop series
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“Becoming financially wiser” Presentation by Danielle Bronner for the Spring 2023 workshop series
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2023: ASK First Form signed by Danielle Bronner
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“Investment World” Presentation by Jayce Lowe for the Spring 2023 workshop series
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