Integrated Planning – Putting It All Together
Oct 23, 2020•1 hr 35 min
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Episode description
Making all the pieces work with each other and with your
practice
◦ Year in summary and review
◦ Materials and Handouts:
- Best Practices Diagram
- Trust Order Form
Watch this episode and get the show notes: https://www.proactivelaw.com/post/integrated-planning-putting-it-all-together
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