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  • Office Hours: Create Impactful Client Deliverables - October 10, 2025
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  • Office Hour: Finding The Right Guide - October 29, 2025
  • Tax Planning Opportunities Under The New One Big Beautiful Bill Act With Jeffrey Levine (October 9, 2025)
  • Best Practices: Give Clients More Than Just Investment Performance Reviews (December 10th, 2025)
  • AUGUST Office Hours: Mastering Interactive Checklists: A Step-by-Step Guide to Setup and Success - August 28, 2025
  • Best Practices: Scale Your Value & Streamline Engagement (November 12th, 2025)
  • Best Practices: Scale Your Value & Streamline Engagement (January 14th, 2026)

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