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Home Estate Plans

Summit Momentum: How to Implement What You Learned (Without Getting Overwhelmed)

by TheAdviserMagazine
5 months ago
in Estate Plans
Reading Time: 1 min read
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Summit Momentum: How to Implement What You Learned (Without Getting Overwhelmed)
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You’re back from the Spring Summit in Savannah—your brain full, your notebook brimming, and your head buzzing with ideas from legal updates, marketing breakthroughs, tech enhancements, and transformative conversations. So… now what? If you’re feeling fired up and a little frazzled, you’re not alone. The Summit is designed to inspire and inform—but it’s what you […]



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