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Part-time Instructor, Certified Financial Planning The candidate will be responsible for all aspects of CFP education course delivery. Will serve as subject matter expert and student advocate while delivering exceptional classroom ..
Paralegal Duties: As a valued member of the Estate Planning and Tax Team, will grow and excel in new and challenging engagements and projects. Provide legal support to attorneys in estate ..
Senior Trust Advisor The candidate will serve ... The candidate will serve as Trust Advisor for clients with more ... interpret, communicate an facilitate complex estate planning matters as part..
... their cash flow and income tax situation, their family tree and ... the current structure of the estate and wealth transfer plans, supervising ... a high level, current preliminary..