Firm Update

October 19, 2023

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  • Kirk and Michael discuss the integration of our new CPA practice and estate planning process. These changes will impact everyone at some point, so please be sure to tune in to stay up-to-date.

Every C2 client journey starts with education.

We believe education should come before advice. That’s why we invite anyone interested in retirement planning to attend a comprehensive class hosted by the Retirement Education Foundation.