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‘Planning for the New 3.8% Medicare Tax on Investment Income'.
Michael speaks on a wide range of topics, including content on both technical planning issues and practice management.
Tap Michael's expertise to gain perspective on how your company can better serve, reach, and succeed in working with advisors.
CPWA Training on Retirement Planning @ IMCA
Setting a Proper Asset Allocation Glidepath in Retirement Panel Member @ FPA Experience 2014
Should Equities Decline in Retirement, Or Is A Rising Equity Glidepath Actually Best? @ FPA Houston