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December 7, 2023

Thank you to Wealth Strategies Partners for hosting our December event. Also many thanks to our speakers for providing insight on i) the future of artificial intelligence in the investment advisory space and ii) how critical it is for families and businesses to be aware of and plan for issues regarding trusts and inheritance.



Paul Allen.png

Paul C. Allen, CFP, MS


Wealth Strategies Partners

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Danielle Spence

Wealth Advisor  

Wealth Strategies Partners

Event Photos

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