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Publication

Prosper, Volume Four

Dec. 2, 2021

Our fourth edition of Prosper covers a variety of planning topics designed to help you keep your financial plan on track including:

Positioning Your Family for the Next Generation
Stretching Out Your IRA with a Charitable Trust
Now is the Time for Women to Focus on Finances
Flexible Retirement Savings Solutions for Owner-Only Business
Estate Planning in an Uncertain Landscape
Four Trends in Philanthropy
An Economic Attitude Adjustment

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Individuals & Families Business Owners Trusts & Estates Financial Planning Investing Prosper Retirement Tax Planning

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Now Is the Time for Women to Focus on Finances

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Your 2025 Personal Finance Calendar

Webinar for Individuals & Families

Annual Outlook Webinar 2025: Planning & Investing Outlook

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