Slide 1Executive Trifecta ® for Key Executives Slide 2 Executive Trifecta is a vital new concept in executive benefit planning. It can be used selectively for owner or non-owner…

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P o i n t s o f i m P a c t T h e e n T e r T a i n m e n T a n d T e c h n o l o g y i s s u e W Grow Wealth Management’s Digital Frontier; Nine Robo Advisors to Watch;…

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1. Bode Financial Group, Ltd Thomas Bode, CPA/PFS®, CFP® 4061 North Main Street Suite 250 Racine, WI 53402 262-898-7300 [email protected] http://bodefinancialgroup.com/…