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A Conversation About Tax Planning in Down Markets with Joe Patterson, CFP®
A Chat About Portfolio Income With Thom Guidi, CFA
A Conversation About Giving Back
A Conversation About Charitable Giving and Taxes with Emily Diaz, MAcc, CPA, CFP®
A Conversation About Interest Rates With David Nienaber, MBA, CPA, CFP®, and Rachel Rasmussen, MBA, CFA, CDFA®
A Conversation About The History of Foster & Motley with Dave Foster and Mark Motley
A Conversation About Financial Independence Analysis with Thom Guidi, CFA, and Luke Hail, MBA, CFP®
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