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Featured Videos:

Proactive 2020 Tax Planning

Informative perspectives on tax planning for 2020, from Modera’s Pete McKenna,CFP®, MBA.

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Time to Update Your Estate Plan?

Informative perspectives on estate planning by Modera’s Dina Megretskaia, CFP®, EA

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How to Access and Use the Client Hub

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How to Join a Microsoft Teams Meeting

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