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Epic Capital Insights - Winter 2014


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2014 Annual Limits Relating to Financial Planning


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2014 Outlook


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Epic Capital Insights - October 2013


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The CFP Board's Consumer Guide to
Financial Self-Defense


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Epic Capital Insights - July 2013


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Epic Capital Insights - April 2013


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The Epic Capital Guide to 2013 Tax Law Changes


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Epic Capital Insights - January 2013


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Fiscal Cliff Agreement - Key Provisions


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Epic Capital Insights - November 2012


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Epic Capital Insights - October 2012


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Epic Capital Insights - August 2012


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A Parent's Guide to Kids and Money


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Epic Capital Insights - July 2012


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2013 Federal Income Tax Update


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Epic Capital Insights - June 2012


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Life's Important Documents


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Financial Birthdays to Remember


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Planning for Your Long-term Care Needs


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How to Choose a Financial Planner

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* For qualified investors with at least $500,000 in investable assets
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