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BA ‘Click & Connect’ event re: CDCP New Tax Requirements
January 19 @ 12:30 pm - 1:30 pm EST
Many clients are asking about this topic!
Come and have a chat with hosts Graham Young & Chantell Arsenault to discuss and share strategies on client communications.
BA also has a tool for you to help communicate with your clients that we can walk through and share for your use. What else is on your mind?
Come ‘Click & Connect’ with your fellow BA advisors!