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Million Dollar Roundtable

Greetings! ,

This week, I am at the annual meeting of the Million Dollar Roundtable in Philadelphia. 8,000 financial advisers from over 74 countries are in attendance. Additionally, I have the opportunity to speak to them about how to help their clients Go Tax Free: 17 Ways to Get More Choice and Control Over Your Investments and Your Taxes.

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Go Tax Free

Greetings! ,

Times are busy around A&I Financial Services! Last weekend, some of us made gourmet barbecue, others went to the mountains, and a handful of us ran the Bolder Boulder. If you don't believe me, check the photo with the shoe tags. Although the Frank family isn't setting any public speed records, we had our all-time best run, beating last year's pace by 15 minutes, ending only 63 minutes slower than the winner!

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Go Tax Free

A&I Financial Services - Karl Frank Book - Go Tax Free

 

 

 

 

 

An assortment of tools and strategies that give readers of all backgrounds a clear, specific action plan for obtaining the maximum allowable control over when and how they pay taxes.
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