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An IPS For Everyone

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The 401k Study Group

The 401k Study Group

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(646) 378-0857

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Listen in as Linda Lubitz Boone, Owner and Founder of IPS Advisor Pro discusses the need for Investment Policy Statements for Individual Clients as well as Qualified Plans.

She will also discuss her web-based solution and how to market to new clients by using an IPS. 

 

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