When advisor Robert Schein’s father died, his mother was thrust into taking care of the finances, which she knew little about. The experience inspired him to launch an organization dedicated to helping women take control of their financial lives.
This webinar on Thursday, Sept. 16th at 3pm ET / 12pm PT, will provide an overview of the current muni landscape and suggested ideas to help advisors and their clients maintain their tax-exempt income stream.
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