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    Taxes in retirement

    2025 Presentation covering Taxes in Retirement.

    With a detailed presentation outline.

    Covers all bullet points on top-performing marketing pieces.


    UPDATED to include One Big Beautiful Bill PLUS a ready-to-print OBBBA handout.


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    Taxes in Retirement 2025 (Preview) (pdf)

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    Estate Planning

    2025 Presentation covering Estate Planning, Wills, Trusts, and the pivot into Retirement Planning.

    55 Slides with a detailed presentation outline.

    Covers all bullet points on top-performing marketing pieces.


    UPDATED to include One Big Beautiful Bill PLUS a ready-to-print OBBBA handout.


    Receive 2026 Updates FREE


    $279

    Buy Now

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    Estate Planning 2025 (pdf)

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