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President, genFinance, LLC

Jennifer J. Johnston CFP, BFA

What I love about Steven's presentations is that you're given very specific action items and things to take away and implement immediately. The only way attending a session with Steven is not going to have a tremendous impact on your practice is if you don't implement what you learn. Steven very openly shares what really works in practice, things like the actual templates and scripts he uses with clients and how to incorporate your team into the process. Having Steven speak on tax planning is priceless"

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