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HB Publishing Cited in Wealth Management Magazine
- by: Hank Berkowitz
- April 26, 2021
No CommentsLast week, Wealth Management/Informa media group was kind enough to highlight findings from our 2021 CPA/Wealth Advisor Confidence Survey™. As contributor Randy A. Fox explained in his article, Business Booming for Estate Planners, Giving Officers, seven out of 10 (71%) surveyed estate planners and planned giving officers expected their entities to grow in 2021. In fact,