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Advisor Opportunities Using Trusts Sandy Cardy Mackenzie Financial Corporation

Advisor Opportunities Using Trusts Sandy Cardy Mackenzie Financial Corporation. Strategic use of trusts. ). Initiate tax and estate planning discussions Customize basic strategies RESULT: Increased satisfaction with your value Opportunities for business building . Topics to cover today:.

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Client service group - PowerPoint PPT Presentation

Advisor Opportunities Using Trusts Sandy Cardy Mackenzie Financial Corporation