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Best Practices for CPA Financial Planners When Using Social Media

Webcast Social media tools such as blogs, Facebook, Twitter and LinkedIn can help you gain referrals, acquire clients and connect in new ways with existing clients. Learn more in this web seminar with Michelle Golden, Michael Goodman...
Published on August 17, 2011

Other Matters

News Stay up to date on legislative and regulatory issues relating to a variety of personal financial planning matters.
Published on March 06, 2013

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