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You may download any of the files below by clicking their respective titles. Additionally, some items can be ordered by entering the quantities desired and then selecting "Mail Items."

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  • Financial Advisor Flyer
  • You may also find the podcast linked below of interest, as it discusses how 529 plans can be a valuable way to build trust and deepen relationships with your clients – while offering them a great tax-advantaged way to save for future education costs.

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