18th February 2013

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Referral Best Practices for 2013
Matt Anderson, The Referral Authority
Thought Leadership Live
Feb 19 2013 3:00 pm | 45 mins

Due Diligence & Investment Trusts
Best Advice: Closed-end Fund Forum
Thought Leadership Live
Feb 20 2013 1:00 pm | 60 mins

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Kristin C. Harad, CFP(R), President, Next10Clients
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