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Daily Archives: November 5, 2018

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Charitable Giving

Case Study, Charitable Giving, Estate, TaxBy Editorial TeamNovember 5, 2018

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, CPA, CFP®, CDFA®, and Associate Michael Griffin, CFP®, to discuss charitable giving.

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