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Protecting Your Practice From the Unexpected

Martin Kuritz
Active Insights
Author and Retired Estate and Financial Planner
800-222-9125
activeinsights@aol.com

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Organizing Your Retirement Plan

Jim Lunney

Certified Financial and Estate Planner

JLunney@wealthstratgroup.com

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Protecting Your Accounts Receivable

David Mandell

Attorney at Law
800-554-7233
dmandell@mandellpc.com

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Preparing for Tax Season Early

Marc Minker
Mahoney Cohen & Co




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Darrell Aviss
SwissGuard International
Managing Director

http://www.swiss-annuity.com/

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