Financial Solution Advisors’ Post

In our 2023 wrap-up and 2024 financial planning webinar, Joel Chamberlain, CPA/PFSShelly Lingor, and Isaac Brohinsky, CPA/PFS covered a number of key topics to ensure that our clients are well-informed and equipped for the year ahead. If you missed the live event, you can watch the replay or read a summary of the topics covered on our blog (link in the comments).

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