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10.1.2023 I A Look Ahead To Q4
Manage episode 379271082 series 2982853
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Today’s topic is “A Look Ahead to the Fourth Quarter,” our handy quarterly planning calendar that gives you easy-to-follow monthly milestones. Our focus will be on four general areas:
• Financial planning education – IRS limits
• Insurance and open enrollment
• End-of-year tax planning
175 episodes
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