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Surgent's Engagement and Client Retention Best Practices

Jan. 7, 10 am - 12 pm

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Item Code: 2-61713

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K2's CRM - The Ultimate Business Automation Tool

Jan. 22, 11 am - 1 pm

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Item Code: 2-310944

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Tax Implications of Retirement Plan Distributions

Mar. 4, 4:30 - 5:30 pm

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Item Code: 2-53949

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AI Ethics 2025 (VBOA-Approved)

Available Until Feb. 1, 2026

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