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- January 10, 2023
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Estate Planning
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A Survey of Planning Tools for Addressing Clients’ Diminished Capacity (Journal Article)
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This article appeared in the July 2022 Journal of Financial Service Professionals.
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Accredited Asset Management Specialist (AAMS) Professional Designation Program (Kaplan)
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Accredited Portfolio Management Advisor (APMA) Professional Designation Program (Kaplan)
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